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PDC_REPORT_CreazioneDB/sql/Produzione/viste/C6MartPeriodico_vTabellone.sql
Gaetano Savo 596cb052e5 Aggiunte viste e funzioni
2025-06-10 16:47:41 +02:00

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CREATE VIEW [C6MartPeriodico].[vTabellone]
AS
select a.chiaveClientePB as ChiaveClientePB
,a.rete as Rete
,a.cod_fiscale as Chiave_ACN
,case when a.TIP_CONTRATTO=3 then 'DIRECT ADVISORY' else 'SEI' end as Tipo_Cliente
,case when len(a.COD_FISCALE)=16 then a.COD_FISCALE else '' end as Codice_Fiscale
,case when a.COD_FISCALE like '%FF@%' then a.PIVA_FIDUCIARIA when len(a.COD_FISCALE)<16 then a.COD_FISCALE else '' end as Partita_Iva
,a.COD_MANDATO as Codice_Mandato
,a.codiceContratto as Codice_Contratto
,case when isnull(cli.nome,'')<>'' and LEN(a.COD_FISCALE)<16 then '' else isnull(cli.nome,'') end as Nome_Cliente
,case when isnull(cli.nome,'')<>'' and LEN(a.COD_FISCALE)<16 then isnull(cli.cognome,'')+isnull(cli.nome,'') else isnull(cli.cognome,'') end as Cognome_Cliente
,isnull(cli.dtnascita,'') as Data_Nascita_Cliente
,a.INDIRIZZO as Indirizzo
,isnull(a.cap,'00000') as Cap
,a.CITTA as Citta
,a.PROVINCIA as Provincia
,a.NAZIONE as Nazione
,COD_AGENTE as Agente
,pb.Nome as Nome_Agente
,pb.Cognome as Cognome_Agente
,'SI' as Report_Monitoraggio
,case when a.FREQ_DIAGNOSI<>'' then 'SI' else 'NO' end as Report_Diagnosi
,a.Data_FineAvanzato as Data_Revoca
,case when a.TIP_CONTRATTO=2 then 'SI' else 'NO' end as Flag_Private
,case when v.tipoconsulenza='P' then 'SI' else 'NO' end as Flag_Professionale
,benv.Data_Lettera_Benvenuto as Data_Lettera_Benvenuto
,case when isnull(cam.cod_fiscale,'')=cam.cod_fiscale then 'SI' else 'NO' end as Campione_SEI
,case when isnull(camDA.cod_fiscale,'')=camDA.cod_fiscale then 'SI' else 'NO' end as Campione_DA
,case when ISNULL(ps.cod_fiscale,'')=ps.Cod_fiscale OR ISNULL(dc.cod_fiscale,'')=dc.Cod_fiscale then 'SI' else 'NO' end as Lettera_Sostitutiva
,case when isnull(exc.codicefiscale,'')=exc.codicefiscale then 'SI' else 'NO' end as Blacklist_Temporanea
,isnull(exc.descrerr,'') as Motivazione_Blacklist
,isnull(pdf.NomeFile,'NON GENERATO') as Nome_PDF_Monitoraggio
,isnull(pdfd.NomeFile,'NON GENERATO')+'_DP' as Nome_PDF_Diagnosi
,isnull(zip.nomefile+'_LOTTO_'+rtrim(cast(zip.fkidelaborazionezip as char))+'_PACK_'+rtrim(cast(zip.id as char))+'.7z','NON ZIPPATO') as Nome_Zip
,ISNULL(rol.statorol,'NO') as Rol
,case when stab.ESG='S' then 'SI' else 'NO' end as Preferenza_ESG--case when esg.preferenza_esg_cliente=1 then 'SI' else 'NO' end as Preferenza_ESG
,isnull(esg.ESG_E,stab.Environmental) as ESG_E
,isnull(esg.ESG_S,stab.Social) as ESG_S
,isnull(esg.ESG_G,stab.Governance) as ESG_G
,CASE
WHEN esg.[ESG_E_perc] IS NOT NULL AND esg.[ESG_S_perc] IS NOT NULL AND esg.[ESG_G_perc] IS NOT NULL THEN
CASE
WHEN esg.[ESG_E_perc] >= esg.[ESG_S_perc] AND esg.[ESG_E_perc] >= esg.[ESG_G_perc] THEN esg.[ESG_E_perc]
WHEN esg.[ESG_S_perc] >= esg.[ESG_E_perc] AND esg.[ESG_S_perc] >= esg.[ESG_G_perc] THEN esg.[ESG_S_perc]
ELSE esg.[ESG_G_perc]
END
ELSE
CASE
WHEN stab.[ESG_E_perc] >= stab.[ESG_S_perc] AND stab.[ESG_E_perc] >= stab.[ESG_G_perc] THEN stab.[ESG_E_perc]
WHEN stab.[ESG_S_perc] >= stab.[ESG_E_perc] AND stab.[ESG_S_perc] >= stab.[ESG_G_perc] THEN stab.[ESG_S_perc]
ELSE stab.[ESG_G_perc]
END
END as obiettivo_esg_minimo
,isnull(esg.ESG_E_perc,stab.ESG_E_perc) as ESG_E_perc
,isnull(esg.ESG_S_perc,stab.ESG_S_perc) as ESG_S_perc
,isnull(esg.ESG_G_perc,stab.ESG_G_perc) as ESG_G_perc
,an2.[CODPROF] as Codice_Profilo
,an2.[COD_PROFEC] as Codice_Profilo_EC
,case when ck.Adeg_Rischio='S' then 'S' when ck.Adeg_Rischio='N' then 'N' else 'Z' end as Rischio
--,case when isnull(stab.ade_rischio_mercato,'NO')='1' THEN 'S' else 'N' end as Rischio
,an2.[RISERVA] as Riserva
,an2.[INVL_PERIOD] as Investimento_Di_Lungo_Periodo
,an2.[CLCOMPL] as Complessita
,an2.[FLGCONC] as Concentrazione_di_prodotti_complessi
,an2.[FREQ] as Frequenza_delle_operazioni
,an2.[CONCEMI] as Concentrazione_Emittenti
,an2.[FLAGPG] as Persona_Giuridica
,an2.[ADEGCONC_VALUT] as Concentrazione_Valutaria
,an2.[COERENZA] as Esito_di_Coerenza
,an2.[FLAGNQP]
,an2.[FLGPRLRDE] as Flag_Privo_di_Legali_Rappresentanti_Delegati_Profilati
--,an2.[FLGPROF]
,an2.[SOGLIAESG] as Soglia_ESG
,an2.[MAXCOMPL] as Max_Complessita_Prodotto
,an2.[NOCOMPL]
,an2.[SPESA_FORZATA] as Spesa_Forzata
,an2.[PERC_ILP] as Percentuale_Investimento_di_lungo_periodo
,an2.[IMP_RISERVA] as Importo_Riserva
,case when isnull(imm.CODFIS,'')=imm.codfis then 'SI' else 'NO' end as Immobiliare
,case when isnull(imm.CODFIS,'')=imm.codfis and imm.RENDICONTO_IMM='S' then 'SI' else 'NO' end as Solo_Immobiliare
,stab.var_portafoglio as VaR_Portafoglio
,stab.corfa_rfa as RFA--,isnull(w.Patrimoniobancafideuramctv,stab.corfa_rfa) as RFA
,case
when ISNULL(ps.cod_fiscale,'')=ps.Cod_fiscale OR ISNULL(dc1.cod_fiscale,'')=dc1.Cod_fiscale then 'SCADUTO'
when mif.scaduto='0' then 'ATTIVO'
when mif.scaduto='1' then 'SCADUTO'
when mif.scaduto='2' then 'PARZIALE' else 'ATTIVO' end as Tipo_Scaduto
FROM [C6StampeCentralizzate].[C6StagingPeriodico].[APPO_CONTRATTI] a
left join consuni_periodico.ConsulenzaUnica.dbo.vinfocliente v
on a.chiaveClientePB=v.chiaveclientePB
left join consuni_periodico.ConsulenzaUnica.dbo.Cliente cli
on v.chiavecliente=cli.chiavecliente
left join (
SELECT rete,codicefiscale, Max(DataGenerazione) as Data_Lettera_Benvenuto
FROM C6Mart.gestione_pdf_ftp
GROUP BY rete,codicefiscale
) benv
on a.rete=benv.Rete and a.COD_FISCALE=benv.CodiceFiscale
left join C6MartPeriodico.TB_Campione cam on
a.rete=cam.Rete and a.COD_FISCALE=cam.Cod_Fiscale
left join C6MartPeriodico.TB_Campione_DA camDA on
a.rete=camDA.Rete and a.COD_FISCALE=camDA.Cod_Fiscale
left join (select rete,case when codman<>'' then 'FF@'+codman else codfis end as Cod_fiscale from C6StagingPeriodico.WSEIPS where DTTRIM=[C6MartPeriodico].[getTrimestre2](getdate(),0) ) ps
on ps.RETE=a.rete and a.COD_FISCALE=ps.Cod_fiscale
left join (select rete,case when codman<>'' then 'FF@'+codman else codfis end as Cod_fiscale from C6StagingPeriodico.WSEIDC where DTTRIM=[C6MartPeriodico].[getTrimestre2](getdate(),0) ) dc
on dc.RETE=a.rete and a.COD_FISCALE=dc.Cod_fiscale
left join (select distinct rete,codicefiscale,STRING_AGG( ISNULL(DescrErr, ' '), ',') As descrerr from C6MartPeriodico.ExcludedList group by rete,codicefiscale) exc
on exc.RETE=a.rete and a.COD_FISCALE=exc.codicefiscale
left join (select * from c6martperiodico.gestione_pdf_ftp where TipoReport='M') pdf
on pdf.rete=a.rete and a.cod_fiscale=pdf.codicefiscale
left join c6martperiodico.gestione_zip_ftp zip
on pdf.id_fk_zip=zip.id
left join (select * from c6martperiodico.gestione_pdf_ftp where TipoReport='D') pdfD
on pdfD.rete=a.rete and a.cod_fiscale=pdfD.codicefiscale
left join C6StagingPeriodico.datiROL2 rol on
a.rete=rol.Rete and a.COD_FISCALE=rol.CODFIS
left join [CONSUNI_periodico].ConsulenzaUnica.dbo.anagrafica_promotori pb
on a.rete = pb.rete and a.COD_AGENTE=pb.codage
left join (select Rete,case when codman<>'' then 'FF@'+codman else CodiceFiscale end as Cod_fiscale,preferenza_esg_cliente,ESG_E,ESG_S,ESG_G,obiettivo_ESG_minimo,ESG_E_perc,ESG_S_perc,ESG_G_perc from [C6StagingPeriodico].[ESG_Metriche_Cliente_IL] where trim(CONVERT(varchar, dt_trim, 112))=[C6MartPeriodico].[getTrimestre2](getdate(),0)) esg
on esg.RETE=a.rete and a.COD_FISCALE=esg.Cod_fiscale
left join
(select [RETE]
,case when codman<>'' then 'FF@'+codman else codfis end as Cod_fiscale
,[CODPROF]
,[COD_PROFEC]
,[FLAGPG]
,[CLCOMPL]
,[FLGCONC]
,[FLAGNQP]
,[FLGPRLRDE]
,[FLGPROF]
,[CONCEMI]
,[FREQ]
,[ADEGCONC_VALUT]
,[SOGLIAESG]
,[COERENZA]
,[RISERVA]
,[INVL_PERIOD]
,[MAXCOMPL]
,[NOCOMPL]
,[SPESA_FORZATA]
,[PERC_ILP]
,[IMP_RISERVA] from [C6StampeCentralizzate].[C6StagingPeriodico].[WSEIAN2] --where DTTRIM=[C6MartPeriodico].[getTrimestre2](getdate(),0)
) an2
on a.rete=an2.Rete and a.COD_FISCALE=an2.Cod_Fiscale
left join C6MartPeriodicoImmobiliare.W6IMM imm --where FLAG_IN_PERIMETRO='S' and RENDICONTO_IMM='S'
on a.rete=imm.RETE and a.COD_FISCALE=imm.CODFIS
left join (select * from C6MartPeriodico.tabellone where DTTRIM=[C6MartPeriodico].[getTrimestre2](getdate(),0)) stab on stab.chiave_acn= a.rete+a.COD_FISCALE
left join wh.Maledetti w on w.rete+w.CodiceFiscale=a.rete+a.COD_FISCALE
left join C6MartPeriodico.Mifid mif on mif.RETE+mif.COD_FISCALE=a.rete+a.COD_FISCALE
left join (select rete,case when codman<>'' then 'FF@'+codman else codfis end as Cod_fiscale from C6StagingPeriodico.WSEIDC where DTTRIM=[C6MartPeriodico].[getTrimestre2](getdate(),0) and TIPOLETT not in ('R','S') ) dc1
on dc1.RETE=a.rete and a.COD_FISCALE=dc1.Cod_fiscale
left join c6martperiodico.w6ckadeg ck
on ck.rete=a.rete and ck.Chiave_Acn=a.COD_FISCALE
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