Update UITemplates set TemplateQuery= ' DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() 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 /*Today Over due Task*/ SELECT * INTO #Table1 FROM( SELECT ISNULL(ADT.[Overdue Task], 0) AS [HeaderCount] , ''Over due task'' as HeaderLabel FROM ( SELECT SUM(CASE WHEN DEL.[DATE] < ''18010101'' 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] 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) AS TBL /*yesterdays Over due task*/ SET @GETDATE=(SELECT DATEADD(DAY, CASE DATENAME(WEEKDAY, @GETDATE) WHEN ''Sunday'' THEN -2 WHEN ''Monday'' THEN -3 ELSE -1 END, DATEDIFF(DAY, 0, @GETDATE))) SELECT * INTO #Table2 FROM( SELECT ISNULL(ADT.[Overdue Task], 0) AS [FooterCount] , ''Yesterday''''s Over due task'' as FooterLabel FROM ( SELECT SUM(CASE WHEN DEL.[DATE] < ''18010101'' 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] 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 ) AS TBL SELECT ( SELECT * FROM #Table1,#Table2 FOR XML PATH(''Result'')) as [Result] DROP TABLE #Table1,#Table2 ' where templateid=1000 Go Update UITemplates set TemplateQuery= 'DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @todate=''21990101'' 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 /*Today Outstanding Task*/ SELECT * INTO #Table1 FROM( SELECT ISNULL(ADT.[Outstanding Task], 0) AS [HeaderCount], ''Outstanding task'' as HeaderLabel FROM ( SELECT SUM(CASE WHEN DEL.[DATE] < ''18010101'' 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] 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 ) AS TBL /*Yesterday Outstanding Task*/ Set @GETDATE=(SELECT DATEADD(DAY, CASE DATENAME(WEEKDAY, @GETDATE) WHEN ''Sunday'' THEN -2 WHEN ''Monday'' THEN -3 ELSE -1 END, DATEDIFF(DAY, 0, @GETDATE))) SELECT * INTO #Table2 FROM( SELECT ISNULL(ADT.[Outstanding Task], 0) AS [FooterCount], ''Yesterday''''s Outstanding task'' as FooterLabel FROM ( SELECT SUM(CASE WHEN DEL.[DATE] < ''18010101'' 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] 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 ) AS TBL SELECT( SELECT * FROM #Table1,#Table2 for xml path(''Result'')) AS Result drop table #Table1,#Table2 ' where templateid=1001 Go Update UITemplates set TemplateQuery='DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @IsSAM4 BIT DECLARE @GETDATE DATETIME SET @GETDATE = GETDATE() SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @FeesYTD DECIMAL(18, 2) DECLARE @FeesLastYTD DECIMAL(18, 2) /*Target*/ DECLARE @FEESISSUEDYTD 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(GETUTCDATE()))) FROM [dbo].[KPIParameters] AS KPI OUTER APPLY [dbo].[control] AS CON SELECT @PERIOD = ISNULL(KPI.[Period], ISNULL(CON.[CURPER], MONTH(GETUTCDATE()))) FROM [dbo].[KPIParameters] AS KPI OUTER APPLY [dbo].[control] AS CON END ELSE BEGIN SELECT @YEAR = ISNULL(KPI.[Year], ISNULL(CON.[NumValue], YEAR(GETUTCDATE()))) 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(GETUTCDATE()))) 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 @FEESISSUEDYTD = FLOOR(SUM(BDG.[FeesBudget])) FROM [dbo].[HandlerBudgets] AS BDG WHERE BDG.[Handler] = @handler AND BDG.[Month] <= @PERIOD AND BDG.[Year] = @YEAR /*FeesYearToDate*/ 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 /*FeesLastYearToDate*/ 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 SELECT ( SELECT REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDYTD, 0), 0), 1), ''.00'', '''') AS [TargetYearToDate], 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] FOR XML PATH(''Result'')) AS [Result]' where templateid=1002 GO Update UITemplates set TemplateQuery= 'DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @IsSAM4 BIT DECLARE @GETDATE DATETIME SET @GETDATE = GETDATE() SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @FeesYTD DECIMAL(18, 2) DECLARE @FeesLastYTD DECIMAL(18, 2) /*Target*/ DECLARE @FEESISSUEDYTD 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(GETUTCDATE()))) FROM [dbo].[KPIParameters] AS KPI OUTER APPLY [dbo].[control] AS CON SELECT @PERIOD = ISNULL(KPI.[Period], ISNULL(CON.[CURPER], MONTH(GETUTCDATE()))) FROM [dbo].[KPIParameters] AS KPI OUTER APPLY [dbo].[control] AS CON END ELSE BEGIN SELECT @YEAR = ISNULL(KPI.[Year], ISNULL(CON.[NumValue], YEAR(GETUTCDATE()))) 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(GETUTCDATE()))) 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 @FEESISSUEDYTD = FLOOR(SUM(BDG.[FeesBudget])) FROM [dbo].[HandlerBudgets] AS BDG WHERE BDG.[Handler] = @handler AND BDG.[Month] <= @PERIOD AND BDG.[Year] = @YEAR /*FeesYearToDate*/ 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 /*FeesLastYearToDate*/ 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 SELECT ( SELECT REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDYTD, 0), 0), 1), ''.00'', '''') AS [TargetYearToDate], 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] FOR XML PATH(''Result'')) AS [Result] ' where templateid=1002 GO UPDATE UITemplates SET TemplateQuery= ' DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @fromdate=''18010101'' SET @todate=''21990101''; SET @GETDATE = GETUTCDATE() 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 /*Today Critical Task*/ SELECT ( SELECT ISNULL(ADT.[Critical Tasks], 0) AS [HeaderCount], ''CriticalTasks'' as HeaderLabel FROM ( SELECT 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] 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 FOR XML PATH(''Result'')) AS Result ' where TemplateId=1006 GO Update UITemplates set TemplateQuery=' DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @fromdate=''18010101'' SET @todate=''21990101'' SET @GETDATE = GETUTCDATE() 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 /*Today Court Dates*/ SELECT ( SELECT ISNULL(ADT.[Court Dates], 0) AS [HeaderCount],''CourtDates'' as HeaderLabel FROM ( SELECT 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] 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 FOR XML PATH(''Result''))as [Result] ' where TemplateId=1007 GO Update UITemplates set TemplateQuery='DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @Fromdate=''18010101'' SET @todate=''21990101'' SET @GETDATE = GETUTCDATE() 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 ( SELECT ISNULL(ADT.[High Priority], 0) AS Count, ''High Priority''as HeaderLabel FROM ( SELECT 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] 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 for xml path(''Result'')) as [Result] ' where TemplateId=1008 GO UPDATE UITemplates SET TemplateQuery=' DECLARE @BitWiseID BIGINT DECLARE @GETDATE DATETIME SET @Fromdate=''18010101'' SET @todate=''21990101'' SET @GETDATE = GETUTCDATE() 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 (SELECT ISNULL(ADT.[Phone Message], 0) AS Count, ''Phone Message''as HeaderLabel FROM ( SELECT 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 for xml path(''Result'')) as [Result] ' WHERE TemplateId=1009 GO UPDATE UITemplates SET TemplateQuery= ' DECLARE @TotalUndertakings INT DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) 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 ( SELECT @TotalUndertakings AS HeaderCount, ''Total Undertakings'' AS HeaderLabel for xml path(''Result'')) AS [Result] ' WHERE TemplateId=1010 GO Update UITemplates set TemplateQuery= 'DECLARE @TotalStatuteLimits INT DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END 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'' SELECT ( SELECT @TotalStatuteLimits AS HeaderCount, ''Statute Date Approaching'' as HeaderLabel FOR XML PATH(''Result'')) AS [Result] ' where TemplateId=1011 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Open INT 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) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Open, 0) AS HeaderCount, ''Open Matters'' as HeaderLabel FOR XML PATH(''Result'')) AS [Result] ' where TemplateId=1012 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Dormant INT DECLARE @MATTERS TABLE ([Code] VARCHAR(20), [LastActionDate] DATETIME) INSERT INTO @MATTERS ([Code], [LastActionDate]) EXEC @Dormant = [dbo].[KAAS_GetDormantMatters] @Handler SELECT ( SELECT ISNULL(@Dormant, 0) AS HeaderCount, ''My dormant Matters'' as HeaderLabel for xml path(''Result'')) AS [Result] ' where TemplateId=1013 GO Update UITemplates set TemplateQuery= 'SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @EffectivelyCompleted INT SELECT @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'' SELECT ( SELECT ISNULL(@EffectivelyCompleted, 0) AS HeaderCount, ''No of Cases Effectively Complete'' as HeaderLabel for xml path(''Result'')) AS Result ' where TemplateId=1014 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Expectinvoice INT SELECT @Expectinvoice = ISNULL(SUM(CASE WHEN MAT.[ExpBillD] <= @GETDATE THEN 1 ELSE 0 END), 0) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Expectinvoice, 0) AS HeaderCount, ''No. of Cases where expected invoice date has passed'' as HeaderLabel FOR XML PATH(''Result'')) AS [Result] ' where TemplateId=1015 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Approachingestimatedfee INT DECLARE @EstFeeWarningLimit 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 @Approachingestimatedfee = ISNULL(SUM(CASE WHEN (COALESCE ((ISNULL(MAT.[ChargeBal], 0) / NULLIF (MAT.[EstFee], 0) * 100), 0)) > @EstFeeWarningLimit THEN 1 ELSE 0 END), 0) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Approachingestimatedfee, 0) AS HeaderCount, ''No. of Cases with approaching estimate fee'' as HeaderLabel for xml path(''Result'')) AS [Result] ' where TemplateId=1016 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Approachingestimatedfee INT DECLARE @EstFeeWarningLimit 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 @Approachingestimatedfee = ISNULL(SUM(CASE WHEN (COALESCE ((ISNULL(MAT.[ChargeBal], 0) / NULLIF (MAT.[EstFee], 0) * 100), 0)) > @EstFeeWarningLimit THEN 1 ELSE 0 END), 0) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Approachingestimatedfee, 0) AS HeaderCount, ''No. of Cases with approaching estimate fee'' as HeaderLabel FOR XML PATH(''Result'')) AS [Result] ' where TemplateId=1017 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @MoneyLaunderingchecks INT 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 ( SELECT ISNULL(@MoneyLaunderingchecks, 0) AS HeaderCount, ''No. of Clients that require money laundering checks'' as HeaderLabel FOR XML PATH(''Result'')) AS Result ' where TemplateId=1018 GO Update UITemplates set TemplateQuery= ' SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Noestimategiven INT SELECT @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) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Noestimategiven, 0) AS HeaderCount, ''No. of Cases with no estimate given'' as HeaderLabel FOR XML PATH(''Result'') ) AS Result ' where TemplateId=1019 GO Update UITemplates set TemplateQuery= 'DECLARE @GETDATE DATETIME SET @GETDATE = GETUTCDATE() SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '''')) = '''' THEN ''ADM'' ELSE RTRIM(@handler) END DECLARE @Noestimatefee INT SELECT @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) FROM [dbo].[matters] MAT WHERE MAT.[FECode] = @Handler AND MAT.Closed <> ''Y'' SELECT ( SELECT ISNULL(@Noestimatefee, 0) AS HeaderCount, ''No. of Cases with no estimate fee'' as HeaderLabel FOR XML PATH(''Result'')) AS Result ' where TemplateId=1020 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) 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 @DebtBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME SET @DebtBal = 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) 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'', @CaseCode = @CaseCode, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT END /*Result Set 0 Matter Data */ SELECT * INTO #Table1 FROM( SELECT CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0 THEN @DebtBal ELSE ISNULL(MAT.[DebtBal], 0) END) AS [AccountSummaryValue], ''Debtors A/c'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode ) AS TBL /*-Result Set 8 Date for Debtor Ledger */ CREATE TABLE #Table2([AccountSummaryProgress] VARCHAR(200),[LastDebtLedgerDate] VARCHAR(200)) IF @IsSAM4 = 0 BEGIN INSERT INTO #Table2 SELECT [dbo].[KAAS_FN_DateDiffVerbose](LDL.[LastDebtLedgerDate], LDL.[TODAY]) AS [AccountSummaryProgress], 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 END ELSE BEGIN INSERT INTO #Table2 SELECT [dbo].[KAAS_FN_DateDiffVerbose](LDL.[LastDebtLedgerDate], LDL.[TODAY]) AS [AccountSummaryProgress], 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 END SELECT ( SELECT * FROM #Table1,#Table2 FOR XML PATH(''Result'')) AS [Result] DROP TABLE #Table1,#Table2 ' WHERE TemplateId=1021 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) 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 @OutlayBal DECIMAL(19, 2) DECLARE @OutlayBalDate DATETIME SET @OutlayBal = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N'' SELECT @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) 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), @OutlayBal DECIMAL(19, 2) OUTPUT, @OutlayBalDate DATETIME OUTPUT'', @CaseCode = @CaseCode, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT END /*Result Set 0 Matter Data */ SELECT * INTO #Table1 FROM( SELECT CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0 THEN @OutlayBal ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [AccountSummaryValue],''Outlay A/C'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode ) AS TBL /*Result Set 9 Date for Matter Ledger (Outstanding) */ CREATE TABLE #Table2([AccountSummaryProgress] VARCHAR(200),[LastMatLedgerDate] VARCHAR(200)) IF @IsSAM4 = 0 BEGIN INSERT INTO #Table2 SELECT [dbo].[KAAS_FN_DateDiffVerbose](LDL.[LastMatLedgerDate], LDL.[TODAY]) AS [AccountSummaryProgress], 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 END ELSE BEGIN INSERT INTO #Table2 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 END SELECT ( SELECT * FROM #Table1,#Table2 FOR XML PATH(''Result'')) AS [Result] DROP TABLE #Table1,#Table2 ' WHERE TemplateId=1022 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @OutlayBal DECIMAL(19, 2) SET @OutlayBal = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N'' SELECT @OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 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), @OutlayBal DECIMAL(19, 2) OUTPUT'', @CaseCode = @CaseCode, @OutlayBal = @OutlayBal OUTPUT END SELECT ( SELECT MAT.[OutlayBud] AS [AccountSummaryValue], ''Outlay Budget''AS [AccountSummaryLabel] , CASE WHEN MAT.[OutlayBud] = 0 THEN NULL ELSE CONVERT(DECIMAL (19,2),(CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0 THEN @OutlayBal ELSE ISNULL(MAT.[OutlayBal], 0) END) *100)/MAT.[OutlayBud] ) END AS [AccountSummaryProgress] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'') ) as [Result] ' WHERE TemplateId=1023 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @OutstandingFee DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() /* Result Set 11 Current outstanding fees */ IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N'' SELECT @OutstandingFee = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(DTL.[OSFees], 0)), 0)) FROM [dbo].[DebtorsLedger] DTL WHERE DTL.[matter] = @CaseCode'' END ELSE BEGIN SET @NCOMMAND = N'' SELECT @OutstandingFee = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[FeesOS], 0)), 0)) 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), @OutstandingFee DECIMAL(18,2) OUTPUT'', @CaseCode = @CaseCode, @OutstandingFee = @OutstandingFee OUTPUT SELECT ( SELECT ''Current Outstanding Fees'' AS [AccountSummaryLabel] , @OutstandingFee as OutstandingFee FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1024 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) SET @ClientCurrent = 0 SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N'' SELECT @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), @ClientCurrent DECIMAL(19, 2) OUTPUT, @ClientDeposit DECIMAL(19, 2) OUTPUT'', @CaseCode = @CaseCode, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END SELECT ( SELECT CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent + @ClientDeposit WHEN @ClientDeposit <> 0 THEN @ClientCurrent + @ClientDeposit ELSE ISNULL(MAT.[ClientBal], 0) END) AS [AccountSummaryValue], ''Client A/C'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) AS [Result] ' WHERE TemplateId=1025 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @ClientCurrent DECIMAL(19, 2) SET @ClientCurrent = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N'' SELECT @ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 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), @ClientCurrent DECIMAL(19, 2) OUTPUT'', @CaseCode = @CaseCode, @ClientCurrent = @ClientCurrent OUTPUT END SELECT ( SELECT CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [AccountSummaryValue], ''Client Current'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) AS [Result] ' WHERE TemplateId=1026 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @ClientDeposit DECIMAL(19, 2) SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N'' SELECT @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), @ClientDeposit DECIMAL(19, 2) OUTPUT'', @CaseCode = @CaseCode, @ClientDeposit = @ClientDeposit OUTPUT END /*Result Set 0 Matter Data*/ select ( SELECT CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0 THEN @ClientDeposit ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [AccountSummaryValue], ''Client Deposit'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1027 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @ChargeBal DECIMAL(19, 2) SELECT @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) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @CaseCode AND ( (TIE.[TimeOrCharge] = ''T'') OR (TIE.[TimeOrCharge] = ''C'')) SELECT ( SELECT @ChargeBal AS [AccountSummaryValue], ''Total Work In Progress'' AS [AccountSummaryLabel] , CASE WHEN MAT.[EstFee]=0 THEN NULL ELSE CONVERT(DECIMAL(10,2),(@ChargeBal*100)/MAT.[EstFee]) END AS [AccountSummaryProgress] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1028 GO UPDATE UITemplates SET TemplateQuery= '/*Write off time*/ SELECT ( SELECT SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [AccountSummaryValue] , ''Write Off Time'' AS [AccountSummaryLabel] 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'' for xml path(''Result'')) as Result ' WHERE TemplateId=1029 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @EstimateFee DECIMAL(18,2) DECLARE @TotalFeesBilled DECIMAL(18,2) DECLARE @AccountSummaryProgress DECIMAL(18,2) SET @EstimateFee=( SELECT MAT.[EstFee] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode) /*Result Set 10 The fees issued to date */ IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N'' SELECT @TotalFeesBilled = (ISNULL(SUM((CASE WHEN HED.[INVCR] = ''''I'''' THEN TRN.[VALUE] ELSE TRN.[VALUE] * - 1 END)), 0) ), @AccountSummaryProgress = ( CASE WHEN @EstimateFee = 0 THEN NULL ELSE CONVERT(DECIMAL (19,2),(ISNULL(SUM((CASE WHEN HED.[INVCR] = ''''I'''' THEN TRN.[VALUE] ELSE TRN.[VALUE] * - 1 END)), 0)*100)/ @EstimateFee) END ) 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 @AccountSummaryProgress = CONVERT(DECIMAL (19,2),(@TotalFeesBilled*100)/@EstimateFee) '' END EXECUTE sp_executesql @NCOMMAND, N''@CaseCode VARCHAR(20) , @EstimateFee INT, @TotalFeesBilled DECIMAL(18,2) OUTPUT, @AccountSummaryProgress DECIMAL(18,2) OUTPUT'', @CaseCode = @CaseCode ,@EstimateFee=@EstimateFee, @TotalFeesBilled = @TotalFeesBilled OUTPUT, @AccountSummaryProgress = @AccountSummaryProgress OUTPUT SELECT ( SELECT ''Fees Issued To Date'' AS [AccountSummaryLabel], @TotalFeesBilled as TotalFeesBilled, @AccountSummaryProgress as AccountSummaryProgress FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1030 GO UPDATE UITemplates SET TemplateQuery= ' DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() declare @chargeBal decimal(18,2) declare @FeesIssued decimal(18,2) select @chargeBal = chargebal from matters where code = @CaseCode IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N'' SELECT @FeesIssued = 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'' 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 @FeesIssued = @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 '' END EXECUTE sp_executesql @NCOMMAND, N''@CaseCode VARCHAR(20), @chargeBal DECIMAL(18,2) OUTPUT, @FeesIssued DECIMAL(18,2) OUTPUT'', @CaseCode = @CaseCode, @chargeBal = @chargeBal OUTPUT, @FeesIssued = @FeesIssued OUTPUT SELECT ( SELECT ''Fees To Date + WIP'' AS WidgetName, @FeesIssued AS [FeesIssued], @chargeBal AS [ChargeBalance] FOR XML PATH(''Result'')) AS [Result] ' WHERE TemplateId=1031 GO UPDATE UITemplates SET TemplateQuery= ' DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @ChargeBal decimal(18,2) DECLARE @EstimateFee decimal(18,2) DECLARE @FeesIssued decimal(18,2) SELECT @ChargeBal = mat.ChargeBal, @EstimateFee = Mat.EstFee FROM [dbo].[matters] MAT WHERE MAT.Code = @CaseCode IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N'' SELECT @FeesIssued = 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 @FeesIssued = 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 @FeesIssued = @FeesIssued + 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), @ChargeBal DECIMAL(18,2) OUTPUT, @EstimateFee DECIMAL(18,2) OUTPUT , @FeesIssued DECIMAL(18,2) OUTPUT'', @CaseCode = @CaseCode,@ChargeBal = @ChargeBal OUTPUT, @EstimateFee = @EstimateFee OUTPUT, @FeesIssued = @FeesIssued OUTPUT SELECT ( SELECT ''Estimate Fees'' as WidgetName, @FeesIssued AS [FeesIssued], @ChargeBal as [ChargeBal],@EstimateFee as [EstimateFee] FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1032 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) 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 SELECT ( SELECT @DraftBillValue AS [AccountSummaryValue], ''Draft Invoices'' AS [AccountSummaryLabel] FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1033 GO UPDATE UITemplates SET TemplateQuery= 'DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @TIEDATE DATETIME 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 SELECT ( SELECT @TIEDATE AS [AccountSummaryValue], ''Last Bill Date'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'') ) AS [Result] ' WHERE TemplateId=1034 GO UPDATE UITemplates SET TemplateQuery= ' SELECT ( SELECT MAT.[ExpBillD] AS [AccountSummaryValue], ''Expected Bill Date'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1035 GO UPDATE UITemplates SET TemplateQuery= ' DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() declare @activityTotal decimal(18,2) declare @TotalFeesBilled decimal(18,2) SELECT @activityTotal = SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) 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'' IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N'' SELECT @TotalFeesBilled = 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'' 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 '' END EXECUTE sp_executesql @NCOMMAND, N''@CaseCode VARCHAR(20), @activityTotal DECIMAL(18,2) OUTPUT, @TotalFeesBilled DECIMAL(18,2) OUTPUT'', @CaseCode = @CaseCode, @activityTotal = @activityTotal OUTPUT , @TotalFeesBilled = @TotalFeesBilled OUTPUT SELECT ( SELECT @TotalFeesBilled AS [FeesIssued], @activityTotal AS [ActivityTotal] FOR XML PATH(''Result'')) as [Result] ' WHERE TemplateId=1036 GO UPDATE UITemplates SET TemplateQuery= ' SELECT ( SELECT MAT.[Value] AS [AccountSummaryValue], ''Possible Value To The Client'' AS [AccountSummaryLabel] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode FOR XML PATH(''Result'')) AS ''Result'' ' WHERE TemplateId=1037 GO UPDATE UITemplates SET TemplateQuery= 'SELECT ( SELECT ''Anti Money Laundering Checked'' as WidgetName, Approved, ApprovedDate FROM Contacts WHERE CODE = SUBSTRING(@casecode,0,CHARINDEX(''/'',@casecode,0)) FOR XML PATH(''Result'')) AS ''Result'' ' WHERE TemplateId=1038 GO UPDATE UITemplates SET TemplateQuery= 'SELECT ( SELECT ''Current Locked Up Value'' as WidgetName, ChargeBal, OutlayBal, DebtBal FROM matters WHERE Code = @casecode FOR XML PATH(''Result'') )as ''Result'' ' WHERE TemplateId=1039 GO