Add packing slip PDF to invoice details page
Generates a no-price packing slip (items, color, qty + signature line) via QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline; Packing Slip button opens inline in a new tab same as Print/PDF. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -2753,4 +2753,187 @@ public class PdfService : IPdfService
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.FontColor(amount < 0 ? Colors.Red.Darken2 : Colors.Black);
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}
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}
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// -----------------------------------------------------------------------
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// Packing Slip
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// -----------------------------------------------------------------------
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/// <summary>
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/// Generates a no-price packing slip PDF for the given invoice. Lists job items with
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/// description, color, and quantity only — no unit prices or totals. Intended for
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/// physical pickup/delivery paperwork where pricing should not be visible.
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/// </summary>
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public async Task<byte[]> GeneratePackingSlipPdfAsync(
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InvoiceDto invoiceDto,
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byte[]? companyLogo,
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string? companyLogoContentType,
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CompanyInfoDto companyInfo)
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{
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QuestPDF.Settings.License = LicenseType.Community;
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const string accentColor = "#1e40af"; // blue
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return await Task.Run(() =>
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{
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var document = Document.Create(container =>
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{
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container.Page(page =>
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{
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page.Size(PageSizes.Letter);
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page.Margin(0.75f, Unit.Inch);
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page.PageColor(Colors.White);
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page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
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page.Header().Element(c => ComposePackingSlipHeader(c, companyLogo, companyInfo, accentColor, invoiceDto));
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page.Content().Element(c => ComposePackingSlipContent(c, invoiceDto, accentColor));
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page.Footer().AlignCenter().Text(text =>
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{
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text.Span("PACKING SLIP | ").FontSize(8).FontColor(Colors.Grey.Darken1);
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text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
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text.Span(" | Page ").FontSize(8).FontColor(Colors.Grey.Darken1);
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text.CurrentPageNumber().FontSize(8).FontColor(Colors.Grey.Darken1);
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text.Span(" of ").FontSize(8).FontColor(Colors.Grey.Darken1);
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text.TotalPages().FontSize(8).FontColor(Colors.Grey.Darken1);
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});
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});
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});
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return document.GeneratePdf();
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});
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}
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/// <summary>
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/// Header for the packing slip: company branding left, "PACKING SLIP" title + invoice/date info right.
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/// </summary>
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private void ComposePackingSlipHeader(IContainer container, byte[]? companyLogo, CompanyInfoDto companyInfo, string accentColor, InvoiceDto invoice)
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{
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container.Column(col =>
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{
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col.Item().Row(row =>
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{
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row.RelativeItem().Column(column =>
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{
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if (companyLogo != null && companyLogo.Length > 0)
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column.Item().MaxHeight(60).Image(companyLogo);
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else
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column.Item().Text(companyInfo.CompanyName).FontSize(18).Bold().FontColor(accentColor);
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if (!string.IsNullOrWhiteSpace(companyInfo.Address))
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column.Item().Text(companyInfo.Address).FontSize(8).FontColor(Colors.Grey.Darken1);
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var cityLine = $"{companyInfo.City}{(!string.IsNullOrEmpty(companyInfo.City) && !string.IsNullOrEmpty(companyInfo.State) ? ", " : "")}{companyInfo.State} {companyInfo.ZipCode}".Trim();
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if (!string.IsNullOrWhiteSpace(cityLine))
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column.Item().Text(cityLine).FontSize(8).FontColor(Colors.Grey.Darken1);
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if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
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column.Item().Text(FormatPhoneNumber(companyInfo.Phone)).FontSize(8).FontColor(Colors.Grey.Darken1);
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if (!string.IsNullOrWhiteSpace(companyInfo.PrimaryContactEmail))
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column.Item().Text(companyInfo.PrimaryContactEmail).FontSize(8).FontColor(Colors.Grey.Darken1);
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});
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row.RelativeItem().AlignRight().Column(column =>
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{
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column.Item().Text("PACKING SLIP").FontSize(26).Bold().FontColor(accentColor);
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column.Item().Text($"Invoice #: {invoice.InvoiceNumber}").FontSize(9).Bold();
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column.Item().Text($"Date: {invoice.InvoiceDate:MMMM d, yyyy}").FontSize(9);
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if (!string.IsNullOrWhiteSpace(invoice.JobNumber))
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column.Item().Text($"Job #: {invoice.JobNumber}").FontSize(9);
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});
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});
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col.Item().PaddingVertical(4).LineHorizontal(1).LineColor(accentColor);
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});
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}
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/// <summary>
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/// Body of the packing slip: customer info block, optional PO number, and an items table
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/// showing description, color, and quantity — no prices.
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/// </summary>
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private void ComposePackingSlipContent(IContainer container, InvoiceDto invoice, string accentColor)
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{
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container.Column(col =>
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{
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// Customer info
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col.Item().PaddingTop(12).Row(row =>
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{
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row.RelativeItem().Column(c =>
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{
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c.Item().Text("PREPARED FOR").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
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c.Item().Text(invoice.CustomerName).Bold();
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if (!string.IsNullOrWhiteSpace(invoice.CustomerAddress))
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c.Item().Text(invoice.CustomerAddress).FontSize(9);
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var cityLine = $"{invoice.CustomerCity}{(!string.IsNullOrEmpty(invoice.CustomerCity) && !string.IsNullOrEmpty(invoice.CustomerState) ? ", " : "")}{invoice.CustomerState} {invoice.CustomerZipCode}".Trim();
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if (!string.IsNullOrWhiteSpace(cityLine))
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c.Item().Text(cityLine).FontSize(9);
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if (!string.IsNullOrWhiteSpace(invoice.CustomerPhone))
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c.Item().Text(FormatPhoneNumber(invoice.CustomerPhone)).FontSize(9);
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});
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if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
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{
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row.ConstantItem(160).AlignRight().Column(c =>
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{
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c.Item().Text("PURCHASE ORDER").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
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c.Item().Text(invoice.CustomerPO).Bold();
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});
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}
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});
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// Items table
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col.Item().PaddingTop(16).Table(table =>
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{
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table.ColumnsDefinition(cols =>
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{
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cols.RelativeColumn(5);
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cols.RelativeColumn(3);
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cols.RelativeColumn(1);
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});
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table.Header(h =>
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{
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h.Cell().Background(accentColor).Padding(5).Text("Description").FontColor(Colors.White).Bold().FontSize(9);
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h.Cell().Background(accentColor).Padding(5).Text("Color / Finish").FontColor(Colors.White).Bold().FontSize(9);
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h.Cell().Background(accentColor).Padding(5).AlignCenter().Text("Qty").FontColor(Colors.White).Bold().FontSize(9);
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});
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var rowAlt = false;
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foreach (var item in invoice.InvoiceItems.OrderBy(i => i.DisplayOrder))
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{
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var bg = rowAlt ? Colors.Grey.Lighten4 : Colors.White;
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table.Cell().Background(bg).Padding(5).Column(c =>
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{
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c.Item().Text(item.Description).FontSize(9);
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if (!string.IsNullOrWhiteSpace(item.Notes))
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c.Item().Text(item.Notes).FontSize(8).FontColor(Colors.Grey.Darken1);
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});
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table.Cell().Background(bg).Padding(5).Text(item.ColorName ?? "—").FontSize(9);
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table.Cell().Background(bg).Padding(5).AlignCenter().Text(item.Quantity.ToString("G")).FontSize(9);
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rowAlt = !rowAlt;
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}
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});
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// Notes (if any)
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if (!string.IsNullOrWhiteSpace(invoice.Notes))
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{
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col.Item().PaddingTop(16).Column(c =>
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{
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c.Item().Text("Notes").Bold().FontSize(9);
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c.Item().Text(invoice.Notes).FontSize(9).FontColor(Colors.Grey.Darken1);
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});
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}
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// Received by signature line
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col.Item().PaddingTop(32).Row(row =>
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{
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row.RelativeItem().Column(c =>
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{
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c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
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c.Item().PaddingTop(2).Text("Received by / Date").FontSize(8).FontColor(Colors.Grey.Darken1);
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});
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row.ConstantItem(24);
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row.RelativeItem().Column(c =>
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{
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c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
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c.Item().PaddingTop(2).Text("Condition noted").FontSize(8).FontColor(Colors.Grey.Darken1);
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});
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});
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});
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}
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}
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