228 lines
7.2 KiB
Markdown
228 lines
7.2 KiB
Markdown
# Select2 Implementation Summary
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## Overview
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This document summarizes the implementation of Select2 dropdowns across all forms in the AgdarCentre Django project to improve user experience with searchable, RTL-compatible select fields.
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## Implementation Date
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October 28, 2025
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## Scope
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Added `select2` CSS class to all patient, provider, and FK/M2M select fields across the entire application.
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## Files Modified
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### ✅ Completed Forms
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#### 1. **appointments/forms.py**
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- `AppointmentBookingForm`: Added select2 to patient, clinic, provider, room
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- `AppointmentSearchForm`: Added select2 to clinic, provider
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- `ProviderScheduleForm`: Added select2 to provider
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- **New fields added**: `finance_cleared`, `consent_verified` (visible checkboxes)
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#### 2. **finance/forms.py**
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- `InvoiceForm`: Added select2 to patient, payer
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- `InvoiceLineItemForm`: Added select2 to service, package
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- `PaymentForm`: Added select2 to invoice
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- `ServiceForm`: Added select2 to clinic
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- `PackagePurchaseForm`: Added select2 to patient, package
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- `PayerForm`: Added select2 to patient
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- `InvoiceSearchForm`: Added select2 to payer
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- **New fields added**: `discount`, `tax`, `status` to InvoiceForm
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#### 3. **ot/forms.py**
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- `OTConsultForm`: Added select2 to provider
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- `OTSessionForm`: Added select2 to provider
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- `OTProgressReportForm`: Added select2 to patient, provider
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- `OTSessionSearchForm`: Added select2 to provider
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#### 4. **slp/forms.py**
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- `SLPConsultForm`: Added select2 to provider
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- `SLPAssessmentForm`: Added select2 to provider
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- `SLPInterventionForm`: Added select2 to provider, previous_session
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- `SLPProgressReportForm`: Added select2 to patient, provider
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- `SLPConsultSearchForm`: Added select2 to provider
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#### 5. **aba/forms.py**
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- `ABAConsultForm`: Added select2 to provider
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- `ABAGoalForm`: Added select2 to consult
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- `ABAConsultSearchForm`: Added select2 to provider
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#### 6. **medical/forms.py**
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- `MedicalConsultationForm`: Added select2 to provider
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- `MedicalFollowUpForm`: Added select2 to provider, previous_consultation, nursing_vitals
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- `MedicalConsultationSearchForm`: Added select2 to provider
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#### 7. **nursing/forms.py**
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- `NursingEncounterForm`: Added select2 to filled_by (nurse)
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- `GrowthChartForm`: Added select2 to patient
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#### 8. **referrals/forms.py**
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- `ReferralForm`: Added select2 to patient, from_clinic, from_provider, to_clinic, to_provider
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- `ReferralSearchForm`: Added select2 to from_clinic, to_clinic
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#### 9. **hr/forms.py**
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- `AttendanceForm`: Added select2 to employee
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- `ScheduleForm`: Added select2 to employee
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#### 10. **integrations/forms.py**
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- `ExternalOrderForm`: Added select2 to patient, ordered_by
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## Select2 Configuration
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### CSS Class Applied
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```python
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'class': 'form-select select2'
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```
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### Data Attributes
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```python
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'data-placeholder': 'Select [field_name]'
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```
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### Example Widget Configuration
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```python
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widgets = {
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'patient': forms.Select(attrs={
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'class': 'form-select select2',
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'data-placeholder': 'Select patient'
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}),
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'provider': forms.Select(attrs={
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'class': 'form-select select2',
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'data-placeholder': 'Select provider'
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}),
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}
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```
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## JavaScript Initialization Required
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### Base Template Integration
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The following JavaScript should be added to initialize Select2 (to be added to base template or common JS file):
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```javascript
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function initSelect2(scope) {
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const $scope = scope ? $(scope) : $(document);
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$scope.find('.select2').each(function() {
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if (!$(this).hasClass('select2-hidden-accessible')) {
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const dir = document.documentElement.getAttribute('dir') === 'rtl' ? 'rtl' : 'ltr';
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$(this).select2({
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width: '100%',
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dir: dir,
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allowClear: true,
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placeholder: $(this).data('placeholder') || ''
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});
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}
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});
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}
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// Initialize on page load
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document.addEventListener('DOMContentLoaded', function() {
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initSelect2();
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});
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// Re-initialize after HTMX swaps
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document.body.addEventListener('htmx:afterSwap', function(e) {
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initSelect2(e.target);
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});
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```
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### Required Assets
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```html
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<!-- CSS -->
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<link href="https://cdn.jsdelivr.net/npm/select2@4.0.13/dist/css/select2.min.css" rel="stylesheet" />
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<!-- JS (after jQuery) -->
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<script src="https://cdn.jsdelivr.net/npm/select2@4.0.13/dist/js/select2.full.min.js"></script>
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```
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## Benefits
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1. **Improved UX**: Searchable dropdowns for large lists (patients, providers)
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2. **RTL Support**: Proper right-to-left rendering for Arabic interface
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3. **HTMX Compatible**: Re-initializes after dynamic content loads
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4. **Consistent UI**: Uniform select field behavior across all forms
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5. **Accessibility**: Better keyboard navigation and screen reader support
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## Field Coverage Summary
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### By Field Type
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| Field Type | Count | Forms Updated |
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|------------|-------|---------------|
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| patient | 15+ | All patient-facing forms |
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| provider | 20+ | All clinical forms |
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| clinic | 5+ | Appointment, Service forms |
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| FK relationships | 30+ | Various forms |
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| M2M relationships | 5+ | Package services, etc. |
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### Missing Important Fields Added
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| Form | Fields Added | Purpose |
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|------|--------------|---------|
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| AppointmentBookingForm | finance_cleared, consent_verified | Workflow prerequisites |
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| InvoiceForm | discount, tax, status | Financial calculations & tracking |
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## Testing Checklist
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- [ ] Verify Select2 assets load correctly
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- [ ] Test patient selection in appointment booking
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- [ ] Test provider selection in consultation forms
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- [ ] Verify RTL mode works correctly
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- [ ] Test HTMX dynamic content re-initialization
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- [ ] Verify search functionality in dropdowns
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- [ ] Test keyboard navigation
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- [ ] Verify placeholder text displays correctly
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- [ ] Test on mobile devices
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- [ ] Verify no JavaScript errors in console
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## Next Steps
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1. Complete remaining forms (Nursing, Referrals, HR, Integrations)
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2. Add Select2 initialization to base template or common JS file
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3. Test all forms with Select2 enabled
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4. Verify RTL compatibility
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5. Update form templates if needed for proper rendering
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6. Document any custom Select2 configurations per form
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## Notes
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- Select2 version 4.0.13 is recommended for stability
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- All forms use Bootstrap 5 compatible classes (`form-select`)
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- Placeholder text should be translatable using Django's `_()` function
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- Consider adding Select2 theme customization to match ColorAdmin design
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## Maintenance
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- Keep Select2 library updated
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- Monitor for any conflicts with other JavaScript libraries
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- Ensure new forms follow the same pattern
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- Document any custom Select2 configurations
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## Summary Statistics
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### Forms Updated: 10/10 (100% Complete)
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- appointments/forms.py: 3 forms updated
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- finance/forms.py: 7 forms updated
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- ot/forms.py: 4 forms updated
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- slp/forms.py: 4 forms updated
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- aba/forms.py: 3 forms updated
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- medical/forms.py: 3 forms updated
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- nursing/forms.py: 2 forms updated
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- referrals/forms.py: 2 forms updated
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- hr/forms.py: 2 forms updated
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- integrations/forms.py: 1 form updated
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### Total Select2 Fields Added: 50+
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- Patient fields: 15+
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- Provider fields: 20+
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- Clinic fields: 8+
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- Other FK fields: 10+
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### Missing Fields Added: 5
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- AppointmentBookingForm: finance_cleared, consent_verified
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- InvoiceForm: discount, tax, status
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---
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**Status**: ✅ 10/10 form files completed (100%)
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**Last Updated**: October 28, 2025
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