Query based on Count, Time frame, and location - sql

Question

Ok so I need to write a query that I am probably making much more complicated than it needs to be but I could use some help.
I need to select records of clients that have not been seen for a year or longer, have seen us more than once but can be only once if it is not at certain locations.
So what I have so far is:
WITH CTE AS
(
SELECT
client_id,
location_id,
employee_id,
create_timestamp,
ROW_NUMBER() OVER(PARTITION BY person_id ORDER BY create_timestamp DESC) AS ROW
FROM
client_Appointment
)
SELECT
c.client_id,
COUNT(*)
FROM
CTE AS ce
INNER JOIN person AS c
ON p.person_id= ce.client_id
INNER JOIN employee_mstr AS em
ON em.employee_id = ce.empoyee_id
INNER JOIN location_mstr AS lm
ON lm.location_id = ce.location_id
WHERE
ce.create_timestamp <= CONVERT(VARCHAR(10), DATEADD(Year,-1,GETDATE()), 120)
GROUP BY
p.person_id
HAVING
COUNT(*) > 1
I'm unsure where to go from here. Also this does not get me all the info I need and if I add that information to the select clause I have to use it in group by which means I don't get all the needed records.
Thanks

Answer 1

So you want only clients who have not been seen in a year or more,
then clients that have either one visit NOT at certain locations OR more than one visit. Did I get that right?
Note: Just replace (VALUES(1),(2),(3)) with your table name
WITH CTE_visits
AS
(
SELECT
c.client_id,
COUNT(*) AS total_visits,
SUM(
CASE
WHEN ce.location_id IN (SELECT ID FROM (VALUES(1),(2),(3)) AS A(ID)) THEN 0 --so when it is a certain location then do NOT count it
ELSE 1 --if it is not at the certain locations, then count it
END
) AS visits_not_at_certain_locations
FROM
client_Appointment AS ce
INNER JOIN person AS c
ON p.person_id= ce.client_id
INNER JOIN employee_mstr AS em
ON em.employee_id = ce.empoyee_id
INNER JOIN location_mstr AS lm
ON lm.location_id = ce.location_id
CROSS APPLY(SELECT client_id, MAX(create_timestamp) last_visit FROM client_Appointment WHERE client_id = ce.client_id GROUP BY client_id) CA --find most recent visit for each client_id
WHERE
ce.create_timestamp <= CONVERT(VARCHAR(10), DATEADD(Year,-1,GETDATE()), 120) --remember this only counts visits over a year ago
AND last_visit <= CONVERT(VARCHAR(10), DATEADD(Year,-1,GETDATE()), 120) --says only return client_id's who's last visit is more than a year ago
GROUP BY
p.person_id
)
SELECT *
FROM CTE_visits
WHERE visits_not_at_certain_locations = 1 --seen once NOT at certain locations
OR total_visits > 1 --seen more than once at any location