feat: AI chat Eligibility & Appointment button with 15-min slots and Column B fallback
- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card - For known patients: creates today's appointment immediately, then opens eligibility page - For unknown patients: navigates to eligibility page; after Selenium creates the patient, auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page - Update MH Eligibility & Appointment button to create a today's schedule slot instead of navigating to the appointments page; shows PDF preview on completion - createAppointmentToday falls back from Column A to Column B when Column A is full; returns column label in response so UI can display it - Set AI-scheduled appointment duration to 15 minutes Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
@@ -363,6 +363,7 @@ export default function InsuranceStatusPage() {
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setSelectedPatient(null);
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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void tryAppointmentFromChatbot();
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if (jobResult.pdfFileId) {
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setPreviewPdfId(Number(jobResult.pdfFileId));
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@@ -377,7 +378,7 @@ export default function InsuranceStatusPage() {
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}
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};
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// MH Eligibility & Appointment — check eligibility, save to DB, navigate to appointments
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// MH Eligibility & Appointment — check eligibility, save to DB, create appointment for today
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const handleMHEligibilityAppointmentButton = async () => {
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if (!memberId || !dateOfBirth) {
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toast({
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@@ -399,34 +400,60 @@ export default function InsuranceStatusPage() {
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setTaskStatus({
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key: "eligibilityCheck",
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status: "error",
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message: "Insurance is inactive. Staying on Eligibility page.",
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message: "Insurance is inactive. No appointment created.",
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}),
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);
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toast({
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title: "Insurance Inactive",
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description: "Patient insurance is inactive. Staying on Eligibility page.",
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description: "Patient insurance is inactive. No appointment was created.",
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variant: "destructive",
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});
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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return;
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}
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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// Look up the patient (created/updated by the Selenium worker) then create today's appointment
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let apptTime: string | null = null;
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try {
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const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(memberId)}`);
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if (lookupRes.ok) {
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const patient = await lookupRes.json();
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if (patient?.id) {
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const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
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if (apptRes.ok) {
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const apptData = await apptRes.json();
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apptTime = apptData.startTime ? `${apptData.startTime} (${apptData.column ?? "Column A"})` : null;
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}
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}
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}
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} catch {}
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dispatch(
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setTaskStatus({
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key: "eligibilityCheck",
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status: "success",
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message: "Eligibility checked and saved. Redirecting to Appointments...",
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message: apptTime
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? `Eligibility checked. Appointment created at ${apptTime}.`
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: "Eligibility checked. Could not create appointment — please add manually.",
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}),
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);
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toast({
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title: "Eligibility checked.",
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description: "Patient eligibility saved. Redirecting to Appointments.",
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description: apptTime
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? `Patient added to today's schedule at ${apptTime}.`
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: "Eligibility saved. Could not create appointment — Column A may be full.",
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variant: "default",
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});
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setSelectedPatient(null);
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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setLocation("/appointments");
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if (jobResult.pdfFileId) {
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setPreviewPdfId(Number(jobResult.pdfFileId));
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setPreviewFallbackFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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} catch (error: any) {
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dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
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toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
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@@ -523,6 +550,7 @@ export default function InsuranceStatusPage() {
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});
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (claimed) return;
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setSelectedPatient(null);
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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@@ -686,6 +714,38 @@ export default function InsuranceStatusPage() {
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return false;
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};
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// After any eligibility check succeeds, check if chatbot wanted an appointment created.
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// Patient was just created/updated in DB by the Selenium worker before this is called.
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const tryAppointmentFromChatbot = async (): Promise<void> => {
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try {
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const raw = sessionStorage.getItem("chatbot_appt_after_eligibility");
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if (!raw) return;
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const { memberId: storedMemberId } = JSON.parse(raw);
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sessionStorage.removeItem("chatbot_appt_after_eligibility");
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if (!storedMemberId) return;
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const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
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if (!lookupRes.ok) return;
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const patient = await lookupRes.json();
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if (!patient?.id) return;
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const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
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const apptData = await apptRes.json();
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if (apptRes.ok) {
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toast({
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title: "Appointment created",
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description: `${patient.firstName ?? ""} ${patient.lastName ?? ""} added to today's schedule at ${apptData.startTime} (${apptData.column ?? "Column A"}).`.trim(),
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});
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} else {
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toast({
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title: "Could not create appointment",
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description: apptData.message ?? "Please add manually.",
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variant: "destructive",
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});
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}
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} catch {}
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};
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// Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
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useEffect(() => {
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const params = new URLSearchParams(window.location.search);
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@@ -925,6 +985,7 @@ export default function InsuranceStatusPage() {
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
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@@ -945,6 +1006,7 @@ export default function InsuranceStatusPage() {
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
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@@ -961,7 +1023,8 @@ export default function InsuranceStatusPage() {
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firstName={firstName}
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lastName={lastName}
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isFormIncomplete={isFormIncomplete}
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onPdfReady={(pdfId, fallbackFilename) => {
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onPdfReady={async (pdfId, fallbackFilename) => {
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void tryAppointmentFromChatbot();
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_bcbs_ma_${memberId}.pdf`,
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@@ -985,6 +1048,7 @@ export default function InsuranceStatusPage() {
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
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@@ -1005,6 +1069,7 @@ export default function InsuranceStatusPage() {
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
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@@ -1025,6 +1090,7 @@ export default function InsuranceStatusPage() {
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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void tryAppointmentFromChatbot();
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);
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