DB_Script/StoredProc/PROC_GET_DASHBOARD_DATA_V2.sql

��USE [FastMoneyPro_Remit]
GO
/****** Object:  StoredProcedure [dbo].[PROC_GET_DASHBOARD_DATA_V2]    Script Date: 11/1/2023 9:42:33 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO

--EXEC PROC_GET_DASHBOARD_DATA_V2 @Flag = 'Dashboard'
ALTER PROC [dbo].[PROC_GET_DASHBOARD_DATA_V2] (
	@Flag VARCHAR(20)
	,@User VARCHAR(80) = NULL
	,@fromDate VARCHAR(20) = NULL
	,@toDate VARCHAR(20) = NULL
	)
AS
-- #9697 - Registered Customer Count Tally 
-- #13162  - Tran Count Tally
-- #18970 - changes to show compliance txn on dashboard on the basis of kyc status
-- selected kyc details to show on dashboard
	;

SET NOCOUNT ON;
SET XACT_ABORT ON;

BEGIN
	--SET @fromDate=  CONVERT(varchar(10),DATEADD(m, DATEDIFF(m, 0, GETDATE()), 0),121); 
	SET @fromDate = CONVERT(VARCHAR(10), DATEADD(M, - 6, GETDATE()), 121);
	SET @toDate = CONVERT(VARCHAR(10), GETDATE(), 121) + ' 23:59:59';

	--set @fromDate = convert(varchar(10) , @fromDate , 121)
	--set @toDate = convert(varchar(10) , @toDate , 121)
	DECLARE @StartDatePrevious DATETIME
		,@EndDatePrevious DATETIME

	SET @StartDatePrevious = dateadd(mm, - 1, getdate())
	SET @StartDatePrevious = dateadd(dd, datepart(dd, getdate()) * - 1, @StartDatePrevious)
	SET @EndDatePrevious = dateadd(mm, 1, @StartDatePrevious)

	IF @Flag = 'Dashboard'
	BEGIN
		SELECT TOP 50000 CONVERT(VARCHAR(30), RT.approvedDate, 110) createdDate
			,RT.approvedDate AS createdDate1
			,sAgent
			,sAgentName = AM.agentName
			,pCountry
			,tranType
			,tranStatus
			,payStatus
			,CONVERT(VARCHAR(30), paidDate, 110) paidDate
			,CONVERT(VARCHAR(30), cancelApprovedDate, 110) cancelApprovedDate
			,LEFT(DATENAME(MONTH, RT.approvedDate), 3) monthNameTxn
			,DATEPART(MONTH, RT.approvedDate) MonthId
			,id
			,ISNULL(AM.actAsBranch, 'N') actAsBranch
			,ISNULL(RT.createdBy, 'N/A') createdBy
		INTO #TXN_TABLE
		FROM remitTran RT(NOLOCK)
		INNER JOIN agentMaster AM(NOLOCK) ON AM.agentId = RT.sAgent
		WHERE RT.approvedDate BETWEEN @fromDate
				AND @toDate
			AND RT.tranStatus <> 'cancel'
		ORDER BY RT.id DESC

		SELECT *
		FROM #TXN_TABLE RT
		WHERE createdDate1 BETWEEN CONVERT(VARCHAR(10), DATEADD(m, DATEDIFF(m, 0, GETDATE()), 0), 121)
				AND @toDate
		ORDER BY MonthId ASC

		--OFAC and Compliance Data
		SELECT [Head] = CASE 
				WHEN TRANTYPE = 'I'
					THEN 'OFAC/Compliance/Cash Limit Hold : International'
				ELSE 'OFAC/Compliance/Cash Limit Hold : Mobile'
				END
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='+TRANTYPE+'">'+CAST(COUNT('x') AS VARCHAR) +'</a>' ELSE '-' END      
		FROM remitTranTemp b WITH (NOLOCK)
		WHERE B.tranStatus IN (
				'Compliance Hold'
				,'OFAC Hold'
				,'OFAC/Compliance Hold'
				,'Cash Limit Hold'
				,'Cash Limit/OFAC/Compliance Hold'
				,'Cash Limit/OFAC Hold'
				,'Cash Limit/Compliance Hold'
				)
		GROUP BY TRANTYPE
		
		UNION ALL
		
		SELECT [Head] = CASE 
				WHEN TRANTYPE = 'I'
					THEN 'OFAC/Compliance/Cash Limit Hold : International'
				ELSE 'OFAC/Compliance/Cash Limit Hold : Mobile (KYC Later)'
				END
			,[Count] = COUNT('x') -- CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='' + TRANTYPE + ''&kycstatus='' + cm.LawsonCardNo + ''">' + CAST(COUNT('x') AS VARCHAR) + '</a>' ELSE '-' END      
		FROM remitTranTemp b WITH (NOLOCK)
		LEFT JOIN transenderstemp tst(NOLOCK) ON b.id = tst.tranId
		LEFT JOIN customerMaster cm(NOLOCK) ON tst.customerId = cm.customerId
		WHERE cm.LawsonCardNo = 'KYC_LATER'
			AND B.tranStatus IN (
				'Compliance Hold'
				,'OFAC Hold'
				,'OFAC/Compliance Hold'
				,'Cash Limit Hold'
				,'Cash Limit/OFAC/Compliance Hold'
				,'Cash Limit/OFAC Hold'
				,'Cash Limit/Compliance Hold'
				)
		GROUP BY TRANTYPE
			,cm.LawsonCardNo
		
		UNION ALL
		
		SELECT [Head] = CASE 
				WHEN TRANTYPE = 'I'
					THEN 'OFAC/Compliance/Cash Limit Hold : International'
				ELSE 'OFAC/Compliance/Cash Limit Hold : Mobile (KYC Now)'
				END
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='' + TRANTYPE + ''&kycstatus='' + cm.LawsonCardNo + ''">' + CAST(COUNT('x') AS VARCHAR) + '</a>' ELSE '-' END      
		FROM remitTranTemp b WITH (NOLOCK)
		LEFT JOIN transenderstemp tst(NOLOCK) ON b.id = tst.tranId
		LEFT JOIN customerMaster cm(NOLOCK) ON tst.customerId = cm.customerId
		WHERE cm.LawsonCardNo = 'KYC_NOW'
			AND B.tranStatus IN (
				'Compliance Hold'
				,'OFAC Hold'
				,'OFAC/Compliance Hold'
				,'Cash Limit Hold'
				,'Cash Limit/OFAC/Compliance Hold'
				,'Cash Limit/OFAC Hold'
				,'Cash Limit/Compliance Hold'
				)
		GROUP BY TRANTYPE
			,cm.LawsonCardNo
		
		UNION ALL
		
		SELECT [Head] = 'OFAC Pay'
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="PayTranOfacList.aspx">'+CAST(COUNT('x') AS VARCHAR) +'</a>' ELSE '-' END  
		FROM tranPayOfac rto WITH (NOLOCK)
		LEFT JOIN dbo.agentMaster am WITH (NOLOCK) ON rto.pBranch = am.agentId
		WHERE rto.approvedDate IS NULL
		
		UNION ALL
		
		SELECT [Head] = 'Compliance Pay'
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="PayTranComplianceList.aspx">'+CAST(COUNT('x') AS VARCHAR) +'</a>' ELSE '-' END  
		FROM tranPayCompliance rtc WITH (NOLOCK)
		LEFT JOIN dbo.agentMaster am WITH (NOLOCK) ON rtc.pBranch = am.agentId
		WHERE rtc.approvedDate IS NULL

		DECLARE @totalmobileCustomer INT;
		DECLARE @todayMobileRegistration INT;
		DECLARE @todayMobileActivation INT;

		SELECT @totalmobileCustomer = COUNT(cm.CUSTOMERID)
			,@todayMobileRegistration = SUM(CASE 
					WHEN (
							CAST(mobileApprovedDate AS DATE) = CAST(GETDATE() AS DATE)
							AND ISNULL(cm.customerStatus, '') <> 'OTC'
							)
						THEN 1
					ELSE 0
					END)
		FROM CUSTOMERMASTER cm
		INNER JOIN mobile_userRegistration mu(NOLOCK) ON mu.username = cm.email
			AND cm.customerId = mu.customerId
		WHERE cm.mobileApprovedDate IS NOT NULL --and  CAST(mobileApprovedDate AS DATE) = CAST(GETDATE() AS DATE)

		SELECT @todayMobileActivation = COUNT(cm.customerId)
		FROM CUSTOMERMASTER cm
		INNER JOIN mobile_userRegistration mu(NOLOCK) ON mu.username = cm.email
			AND cm.customerId = mu.customerId
		WHERE ISNULL(cm.customerStatus, '') = 'OTC'
			AND CAST(mobileApprovedDate AS DATE) = CAST(GETDATE() AS DATE)
			AND cm.serviceusedfor = 'CM'

		SELECT TotalCustomers = COUNT('X')
			,MobileCustomers = @totalmobileCustomer
			,TodaysMobileRegistration = @todayMobileRegistration
			,TodayMobileActivation = ISNULL(@todayMobileActivation, 0)
			,TodaysRegistration = SUM(CASE 
					WHEN CAST(approvedDate AS DATE) = CAST(GETDATE() AS DATE)
						THEN 1
					ELSE 0
					END)
		FROM customerMaster(NOLOCK)
		WHERE approveddate IS NOT NULL

		
			

		--Lawson summary
		DROP TABLE

		IF EXISTS #TEMP_SUMMARY
			CREATE TABLE #TEMP_SUMMARY (
				SN INT
				,lDescription VARCHAR(100)
				,lCount INT
				)

		DROP TABLE

		IF EXISTS #TEMP_PIN
			SELECT DISTINCT PIN_NUMBER
			INTO #TEMP_PIN
			FROM TBL_UNTRANSACTED_TXN(NOLOCK)
			WHERE RECORD_TYPE = 'LC'

		INSERT INTO #TEMP_SUMMARY (
			SN
			,lDescription
			,lCount
			)
		SELECT 1
			,'Laswon Cards Issued Today'
			,COUNT(cardNumber)
		FROM LawsonCard(NOLOCK) l
		INNER JOIN customerMaster(NOLOCK) CM ON CM.LawsonCardNo = L.cardNumber
		WHERE isUsed = 'Y'
			AND CONVERT(VARCHAR, assignedDate, 23) = CONVERT(VARCHAR, GETDATE(), 23)

		INSERT INTO #TEMP_SUMMARY (
			SN
			,lDescription
			,lCount
			)
		SELECT 2
			,'Total Lawson Cards Issued'
			,COUNT(cardNumber)
		FROM LawsonCard(NOLOCK) L
		INNER JOIN customerMaster(NOLOCK) CM ON CM.LawsonCardNo = L.cardNumber
		WHERE isUsed = 'Y'

		--and CONVERT(VARCHAR, assignedDate, 23) BETWEEN @fromDate AND @toDate 
		INSERT INTO #TEMP_SUMMARY (
			SN
			,lDescription
			,lCount
			)
		SELECT 3
			,'Total Cards with at least 1 Deposit'
			,COUNT(x.particulars)
		FROM (
			SELECT particulars
				,COUNT(particulars) AS depositCount
			FROM LAWSON_DEPOSIT_LOGS(NOLOCK) DL
			INNER JOIN LawsonCard(NOLOCK) l ON l.cardNumber = DL.particulars
			--AND CONVERT(VARCHAR, DL.tranDate, 23) BETWEEN @fromDate AND @toDate
			WHERE L.isUsed = 'Y'
			GROUP BY particulars
			HAVING COUNT(particulars) > 1
			) x

		INSERT INTO #TEMP_SUMMARY (
			SN
			,lDescription
			,lCount
			)
		SELECT 4
			,'Total Cards with more than 3 transactions'
			,count(totalCount)
		FROM (
			SELECT DISTINCT CUSTOMER
				,COUNT(T.PIN_NUMBER) AS totalCount
			FROM TBL_UNTRANSACTED U(NOLOCK)
			INNER JOIN TBL_UNTRANSACTED_TXN UT(NOLOCK) ON UT.TRAN_ID = U.TRAN_ID
			INNER JOIN #TEMP_PIN T ON T.PIN_NUMBER = UT.PIN_NUMBER
			WHERE U.RECORD_TYPE = 'LC'
			--AND ut.TXN_DATE BETWEEN @fromDate AND @toDate
			GROUP BY U.CUSTOMER
			HAVING COUNT(T.PIN_NUMBER) > 3
			) y

		SELECT *
		FROM #TEMP_SUMMARY

		SELECT *
		FROM (
			SELECT count(*) RegCount
				,[Day] = CONVERT(VARCHAR(10), approveddate, 121)
				,'C' CustomerType
			FROM customerMaster(NOLOCK)
			WHERE approveddate IS NOT NULL
				AND ISNULL(approveddate, mobileApprovedDate) BETWEEN DATEADD(D, - 15, GETDATE())
					AND GETDATE()
			GROUP BY CONVERT(VARCHAR(10), approveddate, 121)
			
			UNION ALL
			
			SELECT count(*) RegCount
				,[Day] = CONVERT(VARCHAR(10), mobileApprovedDate, 121)
				,'M' CustomerType
			FROM customerMaster cm
			INNER JOIN mobile_userRegistration mu(NOLOCK) ON mu.username = cm.email
				AND cm.customerId = mu.customerId
			WHERE mobileApprovedDate IS NOT NULL
				AND mobileApprovedDate BETWEEN DATEADD(D, - 15, GETDATE())
					AND GETDATE()
				AND ISNULL(cm.customerStatus, '') <> 'OTC'
			GROUP BY CONVERT(VARCHAR(10), mobileApprovedDate, 121)
			
			UNION ALL
			
			SELECT count(*) RegCount
				,[Day] = CONVERT(VARCHAR(10), mobileApprovedDate, 121)
				,'A' CustomerType
			FROM CUSTOMERMASTER cm
			INNER JOIN mobile_userRegistration mu(NOLOCK) ON mu.username = cm.email
				AND cm.customerId = mu.customerId
			WHERE ISNULL(cm.customerStatus, '') = 'OTC'
				AND mobileApprovedDate BETWEEN DATEADD(D, - 15, GETDATE())
					AND GETDATE()
				AND cm.serviceusedfor = 'CM'
			GROUP BY CONVERT(VARCHAR(10), mobileApprovedDate, 121)
			) x

		SELECT *
		FROM (
			SELECT DATEPART(YEAR, RT.createdDate) YearId
				,LEFT(DATENAME(MONTH, RT.createdDate), 3) month_name
				,DATEPART(MONTH, RT.createdDate) MonthId
				,count(*) [Month_count]
			FROM #TXN_TABLE RT
			GROUP BY DATEPART(YEAR, RT.createdDate)
				,LEFT(DATENAME(MONTH, RT.createdDate), 3)
				,DATEPART(MONTH, RT.createdDate)
			) x
		ORDER BY YearId
			,MonthId ASC

		SELECT ISNULL(A.sAgentName, B.sAgentName) sAgentName
			,ISNULL(A.CurrentMonth, 0) CurrentMonth
			,ISNULL(B.PreviousMonth, 0) PreviousMonth
		FROM (
			SELECT count(c.sAgent) CurrentMonth
				,c.sAgentName
			FROM #TXN_TABLE c
			WHERE ISNULL(c.actAsBranch, '') = 'N'
				AND c.tranStatus <> 'Cancel'
				AND C.createdDate1 BETWEEN CONVERT(VARCHAR(10), DATEADD(m, DATEDIFF(m, 0, GETDATE()), 0), 121)
					AND @toDate
			GROUP BY sAgentName
			) A
		LEFT JOIN (
			SELECT count(p.sAgent) PreviousMonth
				,p.sAgentName
			FROM #TXN_TABLE p
			WHERE ISNULL(p.actAsBranch, '') = 'N'
				AND p.tranStatus <> 'Cancel'
				AND p.createdDate1 BETWEEN @StartDatePrevious
					AND @EndDatePrevious
			GROUP BY sAgentName
			) B ON a.sAgentName = B.sAgentName
		ORDER BY CurrentMonth DESC

		--KYC status
		SELECT [Head] = ISNULL(verificationCode, 'NOT_COMPLETED')
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='' + TRANTYPE + ''&kycstatus='' + cm.LawsonCardNo + ''">' + CAST(COUNT('x') AS VARCHAR) + '</a>' ELSE '-' END      
		FROM customerMaster cm WITH (NOLOCK)
		WHERE cm.verificationCode IS NULL OR cm.verificationCode = 'NOT_COMPLETED' --AND DATEDIFF(DAY, cm.createdDate, GETDATE()) <= 7
	    GROUP BY verificationCode

		UNION ALL

		SELECT [Head] = verificationCode
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='' + TRANTYPE + ''&kycstatus='' + cm.LawsonCardNo + ''">' + CAST(COUNT('x') AS VARCHAR) + '</a>' ELSE '-' END      
		FROM customerMaster cm WITH (NOLOCK)
		WHERE cm.verificationCode = 'PROCESSING' --AND DATEDIFF(DAY, cm.createdDate, GETDATE()) <= 7
		GROUP BY verificationCode

		UNION ALL

		SELECT [Head] = verificationCode
			,[Count] = COUNT('x') --CASE WHEN COUNT('x') > 0 THEN '<a href="List.aspx?tranType='' + TRANTYPE + ''&kycstatus='' + cm.LawsonCardNo + ''">' + CAST(COUNT('x') AS VARCHAR) + '</a>' ELSE '-' END      
		FROM customerMaster cm WITH (NOLOCK)
		WHERE cm.verificationCode = 'COMPLETED' --AND DATEDIFF(DAY, cm.createdDate, GETDATE()) <= 7
		GROUP BY verificationCode
	END
END