Enhancement(HR): hiring process (#18129)

* feat: allow update of vacancies in staffing plan

* feat: update staffing plan on creation of job offer

* feat: update staffing plan after submit

* fix: change staffing plan on creation of employee

* fix: calculate vacancies based on job offers and staffing-plan

* test: job applicant creation

* feat: update job applicant on creation of job offer

* test: staffing plan creation

* fix: number of positions calculation

* test: job offer creation and update

* fix: update status of job applicant on change of job offer

* fix: linting

* fix: set number of positions

* fix: linting

* fix(job-offer): add a more descriptive message

* fix: translations in validation message

* Update validation message

erpnext/hr/doctype/designation/test_designation.py

@@ -4,4 +4,17 @@ from __future__ import unicode_literals
 
 
 import frappe
-test_records = frappe.get_test_records('Designation')
+# test_records = frappe.get_test_records('Designation')
+
+def create_designation(**args):
+    args = frappe._dict(args)
+    if frappe.db.exists("Designation", args.designation_name or "_Test designation"):
+        return frappe.get_doc("Designation", args.designation_name or "_Test designation")
+
+    designation = frappe.get_doc({
+        "doctype": "Designation",
+        "designation_name": args.designation_name or "_Test designation",
+        "description": args.description or "_Test description"
+    })
+    designation.save()
+    return designation

erpnext/hr/doctype/employee/employee.py

@@ -12,6 +12,7 @@ from frappe.permissions import add_user_permission, remove_user_permission, \
 from frappe.model.document import Document
 from erpnext.utilities.transaction_base import delete_events
 from frappe.utils.nestedset import NestedSet
+from erpnext.hr.doctype.job_offer.job_offer import get_staffing_plan_detail
 
 class EmployeeUserDisabledError(frappe.ValidationError): pass
 class EmployeeLeftValidationError(frappe.ValidationError): pass

erpnext/hr/doctype/hr_settings/hr_settings.json

@@ -3,6 +3,7 @@
  "doctype": "DocType",
  "document_type": "Other",
  "editable_grid": 1,
+ "engine": "InnoDB",
  "field_order": [
   "employee_settings",
   "retirement_age",
@@ -22,7 +23,9 @@
   "leave_status_notification_template",
   "column_break_18",
   "leave_approver_mandatory_in_leave_application",
-  "show_leaves_of_all_department_members_in_calendar"
+  "show_leaves_of_all_department_members_in_calendar",
+  "hiring_settings",
+  "check_vacancies"
  ],
  "fields": [
   {
@@ -44,18 +47,6 @@
    "label": "Employee Records to be created by",
    "options": "Naming Series\nEmployee Number\nFull Name"
   },
-  {
-   "fieldname": "leave_approval_notification_template",
-   "fieldtype": "Link",
-   "label": "Leave Approval Notification Template",
-   "options": "Email Template"
-  },
-  {
-   "fieldname": "leave_status_notification_template",
-   "fieldtype": "Link",
-   "label": "Leave Status Notification Template",
-   "options": "Email Template"
-  },
   {
    "fieldname": "column_break_4",
    "fieldtype": "Column Break"
@@ -67,12 +58,6 @@
    "fieldtype": "Check",
    "label": "Stop Birthday Reminders"
   },
-  {
-   "default": "1",
-   "fieldname": "leave_approver_mandatory_in_leave_application",
-   "fieldtype": "Check",
-   "label": "Leave Approver Mandatory In Leave Application"
-  },
   {
    "default": "1",
    "fieldname": "expense_approver_mandatory_in_expense_claim",
@@ -91,6 +76,15 @@
    "fieldtype": "Check",
    "label": "Include holidays in Total no. of Working Days"
   },
+  {
+   "fieldname": "max_working_hours_against_timesheet",
+   "fieldtype": "Float",
+   "label": "Max working hours against Timesheet"
+  },
+  {
+   "fieldname": "column_break_11",
+   "fieldtype": "Column Break"
+  },
   {
    "default": "1",
    "description": "Emails salary slip to employee based on preferred email selected in Employee",
@@ -115,15 +109,33 @@
    "label": "Password Policy"
   },
   {
-   "fieldname": "max_working_hours_against_timesheet",
+   "collapsible": 1,
-   "fieldtype": "Float",
-   "label": "Max working hours against Timesheet"
-  },
-  {
    "fieldname": "leave_settings",
    "fieldtype": "Section Break",
    "label": "Leave Settings"
   },
+  {
+   "fieldname": "leave_approval_notification_template",
+   "fieldtype": "Link",
+   "label": "Leave Approval Notification Template",
+   "options": "Email Template"
+  },
+  {
+   "fieldname": "leave_status_notification_template",
+   "fieldtype": "Link",
+   "label": "Leave Status Notification Template",
+   "options": "Email Template"
+  },
+  {
+   "fieldname": "column_break_18",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "1",
+   "fieldname": "leave_approver_mandatory_in_leave_application",
+   "fieldtype": "Check",
+   "label": "Leave Approver Mandatory In Leave Application"
+  },
   {
    "default": "0",
    "fieldname": "show_leaves_of_all_department_members_in_calendar",
@@ -131,18 +143,22 @@
    "label": "Show Leaves Of All Department Members In Calendar"
   },
   {
-   "fieldname": "column_break_11",
+   "collapsible": 1,
-   "fieldtype": "Column Break"
+   "fieldname": "hiring_settings",
+   "fieldtype": "Section Break",
+   "label": "Hiring Settings"
   },
   {
-   "fieldname": "column_break_18",
+   "default": "0",
-   "fieldtype": "Column Break"
+   "fieldname": "check_vacancies",
+   "fieldtype": "Check",
+   "label": "Check Vacancies On Job Offer Creation"
   }
  ],
  "icon": "fa fa-cog",
  "idx": 1,
  "issingle": 1,
- "modified": "2019-05-31 16:18:50.245872",
+ "modified": "2019-07-01 18:59:55.256878",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "HR Settings",
@@ -158,5 +174,6 @@
    "write": 1
   }
  ],
+ "sort_field": "modified",
  "sort_order": "ASC"
 }

erpnext/hr/doctype/job_applicant/job_applicant.json

@@ -39,7 +39,7 @@
    "read_only": 0, 
    "remember_last_selected_value": 0, 
    "report_hide": 0, 
-   "reqd": 0, 
+   "reqd": 1, 
    "search_index": 0, 
    "set_only_once": 0, 
    "translatable": 0, 
@@ -71,7 +71,7 @@
    "read_only": 0, 
    "remember_last_selected_value": 0, 
    "report_hide": 0, 
-   "reqd": 0, 
+   "reqd": 1, 
    "search_index": 0, 
    "set_only_once": 0, 
    "translatable": 0, 
@@ -96,7 +96,7 @@
    "label": "Status", 
    "length": 0, 
    "no_copy": 0, 
-   "options": "Open\nReplied\nRejected\nHold", 
+   "options": "Open\nReplied\nRejected\nHold\nAccepted", 
    "permlevel": 0, 
    "print_hide": 0, 
    "print_hide_if_no_value": 0, 
@@ -346,7 +346,7 @@
  "issingle": 0, 
  "istable": 0, 
  "max_attachments": 0, 
- "modified": "2018-08-21 16:15:43.552049", 
+ "modified": "2019-06-21 16:15:43.552049", 
  "modified_by": "Administrator", 
  "module": "HR", 
  "name": "Job Applicant", 

erpnext/hr/doctype/job_applicant/test_job_applicant.py

@@ -10,3 +10,14 @@ import unittest
 
 class TestJobApplicant(unittest.TestCase):
 	pass
+
+def create_job_applicant(**args):
+	args = frappe._dict(args)
+	job_applicant = frappe.get_doc({
+		"doctype": "Job Applicant",
+		"applicant_name": args.applicant_name or "_Test Applicant",
+		"email_id": args.email_id or "test_applicant@example.com",
+		"status": args.status or "Open"
+	})
+	job_applicant.save()
+	return job_applicant

erpnext/hr/doctype/job_offer/job_offer.py

@@ -5,12 +5,56 @@ from __future__ import unicode_literals
 import frappe
 from frappe.model.document import Document
 from frappe.model.mapper import get_mapped_doc
+from frappe import _
+from frappe.utils.data import get_link_to_form
 
 class JobOffer(Document):
 	def onload(self):
 		employee = frappe.db.get_value("Employee", {"job_applicant": self.job_applicant}, "name") or ""
 		self.set_onload("employee", employee)
 
+	def validate(self):
+		self.validate_vacancies()
+
+	def validate_vacancies(self):
+		staffing_plan = get_staffing_plan_detail(self.designation, self.company, self.offer_date)
+		check_vacancies = frappe.get_single("HR Settings").check_vacancies
+		if staffing_plan and check_vacancies:
+			vacancies = frappe.db.get_value("Staffing Plan Detail", filters={"name": staffing_plan.name}, fieldname=['vacancies'])
+			job_offers = len(self.get_job_offer(staffing_plan.from_date, staffing_plan.to_date))
+			if vacancies - job_offers <= 0:
+				frappe.throw(_("There are no vacancies under staffing plan {0}").format(get_link_to_form("Staffing Plan", staffing_plan.parent)))
+
+	def on_change(self):
+		update_job_applicant(self.status, self.job_applicant)
+
+	def get_job_offer(self, from_date, to_date):
+		''' Returns job offer created during a time period '''
+		return frappe.get_all("Job Offer", filters={
+				"offer_date": ['between', (from_date, to_date)],
+				"designation": self.designation,
+				"company": self.company
+			}, fields=['name'])
+
+def update_job_applicant(status, job_applicant):
+	if status in ("Accepted", "Rejected"):
+		frappe.set_value("Job Applicant", job_applicant, "status", status)
+
+def get_staffing_plan_detail(designation, company, offer_date):
+	detail = frappe.db.sql("""
+		SELECT spd.name as name,
+			sp.from_date as from_date,
+			sp.to_date as to_date,
+			sp.name as parent
+		FROM `tabStaffing Plan Detail` spd, `tabStaffing Plan` sp
+		WHERE
+			sp.docstatus=1
+			AND spd.designation=%s
+			AND sp.company=%s
+			AND %s between sp.from_date and sp.to_date
+	""", (designation, company, offer_date), as_dict=1)
+	return detail[0] if detail else None
+
 @frappe.whitelist()
 def make_employee(source_name, target_doc=None):
 	def set_missing_values(source, target):
@@ -23,4 +67,3 @@ def make_employee(source_name, target_doc=None):
 				}}
 		}, target_doc, set_missing_values)
 	return doc
-

erpnext/hr/doctype/job_offer/test_job_offer.py

@@ -4,8 +4,78 @@ from __future__ import unicode_literals
 
 import frappe
 import unittest
+from frappe.utils import nowdate, add_days
+from erpnext.hr.doctype.job_applicant.test_job_applicant import create_job_applicant
+from erpnext.hr.doctype.designation.test_designation import create_designation
+from erpnext.hr.doctype.staffing_plan.test_staffing_plan import make_company
 
 # test_records = frappe.get_test_records('Job Offer')
 
 class TestJobOffer(unittest.TestCase):
-	pass
+	def test_job_offer_creation_against_vacancies(self):
+		create_staffing_plan(staffing_details=[{
+			"designation": "Designer",
+			"vacancies": 0,
+			"estimated_cost_per_position": 5000
+		}])
+		frappe.db.set_value("HR Settings", None, "check_vacancies", 1)
+		job_applicant = create_job_applicant(email_id="test_job_offer@example.com")
+		job_offer = create_job_offer(job_applicant=job_applicant.name, designation="Researcher")
+		self.assertRaises(frappe.ValidationError, job_offer.submit)
+
+		# test creation of job offer when vacancies are not present
+		frappe.db.set_value("HR Settings", None, "check_vacancies", 0)
+		job_offer.submit()
+		self.assertTrue(frappe.db.exists("Job Offer", job_offer.name))
+
+	def test_job_applicant_update(self):
+		create_staffing_plan()
+		job_applicant = create_job_applicant(email_id="test_job_applicants@example.com")
+		job_offer = create_job_offer(job_applicant=job_applicant.name)
+		job_offer.submit()
+		job_applicant.reload()
+		self.assertEquals(job_applicant.status, "Accepted")
+
+		# status update after rejection
+		job_offer.status = "Rejected"
+		job_offer.submit()
+		job_applicant.reload()
+		self.assertEquals(job_applicant.status, "Rejected")
+
+def create_job_offer(**args):
+	args = frappe._dict(args)
+	if not args.job_applicant:
+		job_applicant = create_job_applicant()
+
+	if not frappe.db.exists("Designation", args.designation):
+		designation = create_designation(designation_name=args.designation)
+
+	job_offer = frappe.get_doc({
+		"doctype": "Job Offer",
+		"job_applicant": args.job_applicant or job_applicant.name,
+		"offer_date": args.offer_date or nowdate(),
+		"designation": args.designation or "Researcher",
+		"status": args.status or "Accepted"
+	})
+	return job_offer
+
+def create_staffing_plan(**args):
+	args = frappe._dict(args)
+	make_company()
+	frappe.db.set_value("Company", "_Test Company", "is_group", 1)
+	if frappe.db.exists("Staffing Plan", args.name or "Test"):
+		return
+	staffing_plan = frappe.get_doc({
+		"doctype": "Staffing Plan",
+		"name": args.name or "Test",
+		"from_date": args.from_date or nowdate(),
+		"to_date": args.to_date or add_days(nowdate(), 10),
+		"staffing_details": args.staffing_details or [{
+			"designation": "Researcher",
+			"vacancies": 1,
+			"estimated_cost_per_position": 50000
+		}]
+	})
+	staffing_plan.insert()
+	staffing_plan.submit()
+	return staffing_plan

erpnext/hr/doctype/staffing_plan/staffing_plan.js

@@ -5,7 +5,7 @@ frappe.ui.form.on('Staffing Plan', {
 	setup: function(frm) {
 		frm.set_query("designation", "staffing_details", function() {
 			let designations = [];
-			$.each(frm.doc.staffing_details, function(index, staff_detail) {
+			(frm.doc.staffing_details || []).forEach(function(staff_detail) {
 				if(staff_detail.designation){
 					designations.push(staff_detail.designation)
 				}
@@ -25,13 +25,37 @@ frappe.ui.form.on('Staffing Plan', {
 				}
 			};
 		});
-	}
+	},
 });
 
 frappe.ui.form.on('Staffing Plan Detail', {
 	designation: function(frm, cdt, cdn) {
-		let child = locals[cdt][cdn]
+		let child = locals[cdt][cdn];
-		if(frm.doc.company && child.designation){
+		if(frm.doc.company && child.designation) {
+			set_number_of_positions(frm, cdt, cdn);
+		}
+	},
+
+	vacancies: function(frm, cdt, cdn) {
+		let child = locals[cdt][cdn];
+		if(child.vacancies < child.current_openings) {
+			frappe.throw(__("Vacancies cannot be lower than the current openings"));
+		}
+		set_number_of_positions(frm, cdt, cdn);
+	},
+
+	current_count: function(frm, cdt, cdn) {
+		set_number_of_positions(frm, cdt, cdn);
+	},
+
+	estimated_cost_per_position: function(frm, cdt, cdn) {
+		set_total_estimated_cost(frm, cdt, cdn);
+	}
+});
+
+var set_number_of_positions = function(frm, cdt, cdn) {
+	let child = locals[cdt][cdn];
+	if (!child.designation) frappe.throw(__("Please enter the designation"));
 	frappe.call({
 		"method": "erpnext.hr.doctype.staffing_plan.staffing_plan.get_designation_counts",
 		args: {
@@ -42,8 +66,9 @@ frappe.ui.form.on('Staffing Plan Detail', {
 			if(data.message){
 				frappe.model.set_value(cdt, cdn, 'current_count', data.message.employee_count);
 				frappe.model.set_value(cdt, cdn, 'current_openings', data.message.job_openings);
-						if (child.number_of_positions < (data.message.employee_count +  data.message.job_openings)){
+				let total_positions = cint(data.message.employee_count) + cint(child.vacancies);
-							frappe.model.set_value(cdt, cdn, 'number_of_positions', data.message.employee_count +  data.message.job_openings);
+				if (cint(child.number_of_positions) < total_positions){
+					frappe.model.set_value(cdt, cdn, 'number_of_positions', total_positions);
 				}
 			}
 			else{ // No employees for this designation
@@ -52,42 +77,11 @@ frappe.ui.form.on('Staffing Plan Detail', {
 			}
 		}
 	});
-		}
+	refresh_field("staffing_details");
-	},
-
-	number_of_positions: function(frm, cdt, cdn) {
-		set_vacancies(frm, cdt, cdn);
-	},
-
-	current_count: function(frm, cdt, cdn) {
-		set_vacancies(frm, cdt, cdn);
-	},
-
-	estimated_cost_per_position: function(frm, cdt, cdn) {
-		let child = locals[cdt][cdn];
-		set_total_estimated_cost(frm, cdt, cdn);
-	}
-
-});
-
-var set_vacancies = function(frm, cdt, cdn) {
-	let child = locals[cdt][cdn]
-	if (child.number_of_positions < (child.current_count + child.current_openings)){
-		frappe.throw(__("Number of positions cannot be less then current count of employees"))
-	}
-
-	if(child.number_of_positions > 0) {
-		frappe.model.set_value(cdt, cdn, 'vacancies', child.number_of_positions - (child.current_count + child.current_openings));
-	}
-	else{
-		frappe.model.set_value(cdt, cdn, 'vacancies', 0);
-	}
-
 	set_total_estimated_cost(frm, cdt, cdn);
 }
 
 // Note: Estimated Cost is calculated on number of Vacancies
-// Validate for > 0 ?
 var set_total_estimated_cost = function(frm, cdt, cdn) {
 	let child = locals[cdt][cdn]
 	if(child.vacancies > 0 && child.estimated_cost_per_position) {
@@ -102,7 +96,7 @@ var set_total_estimated_cost = function(frm, cdt, cdn) {
 var set_total_estimated_budget = function(frm) {
 	let estimated_budget = 0.0
 	if(frm.doc.staffing_details) {
-		$.each(frm.doc.staffing_details, function(index, staff_detail) {
+		(frm.doc.staffing_details || []).forEach(function(staff_detail) {
 			if(staff_detail.total_estimated_cost){
 				estimated_budget += staff_detail.total_estimated_cost
 			}

erpnext/hr/doctype/staffing_plan/staffing_plan.py

@@ -13,41 +13,39 @@ class ParentCompanyError(frappe.ValidationError): pass
 
 class StaffingPlan(Document):
 	def validate(self):
+		self.validate_period()
+		self.validate_details()
+		self.set_total_estimated_budget()
+
+	def validate_period(self):
 		# Validate Dates
 		if self.from_date and self.to_date and self.from_date > self.to_date:
 			frappe.throw(_("From Date cannot be greater than To Date"))
 
-		self.total_estimated_budget = 0
+	def validate_details(self):
-
 		for detail in self.get("staffing_details"):
-			self.set_vacancies(detail)
 			self.validate_overlap(detail)
 			self.validate_with_subsidiary_plans(detail)
 			self.validate_with_parent_plan(detail)
 
+	def set_total_estimated_budget(self):
+		self.total_estimated_budget = 0
+
+		for detail in self.get("staffing_details"):
 			#Set readonly fields
+			self.set_number_of_positions(detail)
 			designation_counts = get_designation_counts(detail.designation, self.company)
 			detail.current_count = designation_counts['employee_count']
 			detail.current_openings = designation_counts['job_openings']
 
-			if detail.number_of_positions < (detail.current_count + detail.current_openings):
+			if detail.number_of_positions > 0:
-				frappe.throw(_("Number of positions cannot be less then current count of employees"))
-			elif detail.number_of_positions > 0:
-				detail.vacancies = detail.number_of_positions - (detail.current_count + detail.current_openings)
 				if detail.vacancies > 0 and detail.estimated_cost_per_position:
-					detail.total_estimated_cost = detail.vacancies * detail.estimated_cost_per_position
+					detail.total_estimated_cost = cint(detail.vacancies) * flt(detail.estimated_cost_per_position)
-				else: detail.total_estimated_cost = 0
+
-			else: detail.vacancies = detail.number_of_positions = detail.total_estimated_cost = 0
 			self.total_estimated_budget += detail.total_estimated_cost
 
-	def set_vacancies(self, row):
+	def set_number_of_positions(self, detail):
-		if not row.vacancies:
+		detail.number_of_positions = cint(detail.vacancies) + cint(detail.current_count)
-			current_openings = 0
-			for field in ['current_count', 'current_openings']:
-				if row.get(field):
-					current_openings += row.get(field)
-
-			row.vacancies = row.number_of_positions - current_openings
 
 	def validate_overlap(self, staffing_plan_detail):
 		# Validate if any submitted Staffing Plan exist for any Designations in this plan
@@ -132,19 +130,24 @@ def get_designation_counts(designation, company):
 	if not designation:
 		return False
 
-	employee_counts_dict = {}
+	employee_counts = {}
-	lft, rgt = frappe.get_cached_value('Company',  company,  ["lft", "rgt"])
+	company_set = get_company_set(company)
-	employee_counts_dict["employee_count"] = frappe.db.sql("""select count(*) from `tabEmployee`
-		where designation = %s and status='Active'
-			and company in (select name from tabCompany where lft>=%s and rgt<=%s)
-		""", (designation, lft, rgt))[0][0]
 
-	employee_counts_dict['job_openings'] = frappe.db.sql("""select count(*) from `tabJob Opening` \
+	employee_counts["employee_count"] = frappe.db.get_value("Employee",
-		where designation=%s and status='Open'
+		filters={
-			and company in (select name from tabCompany where lft>=%s and rgt<=%s)
+			'designation': designation,
-		""", (designation, lft, rgt))[0][0]
+			'status': 'Active',
+			'company': ('in', company_set)
+		}, fieldname=['count(name)'])
 
-	return employee_counts_dict
+	employee_counts['job_openings'] = frappe.db.get_value("Job Opening",
+		filters={
+			'designation': designation,
+			'status': 'Open',
+			'company': ('in', company_set)
+		}, fieldname=['count(name)'])
+
+	return employee_counts
 
 @frappe.whitelist()
 def get_active_staffing_plan_details(company, designation, from_date=getdate(nowdate()), to_date=getdate(nowdate())):
@@ -165,3 +168,13 @@ def get_active_staffing_plan_details(company, designation, from_date=getdate(now
 
 	# Only a single staffing plan can be active for a designation on given date
 	return staffing_plan if staffing_plan else None
+
+def get_company_set(company):
+	return frappe.db.sql_list("""
+		SELECT
+			name
+		FROM `tabCompany`
+		WHERE
+			parent_company=%(company)s
+			OR name=%(company)s
+	""", (dict(company=company)))

erpnext/hr/doctype/staffing_plan/test_staffing_plan.py

@@ -24,7 +24,7 @@ class TestStaffingPlan(unittest.TestCase):
 		staffing_plan.to_date = add_days(nowdate(), 10)
 		staffing_plan.append("staffing_details", {
 			"designation": "Designer",
-			"number_of_positions": 6,
+			"vacancies": 6,
 			"estimated_cost_per_position": 50000
 		})
 		staffing_plan.insert()
@@ -42,7 +42,7 @@ class TestStaffingPlan(unittest.TestCase):
 		staffing_plan.to_date = add_days(nowdate(), 10)
 		staffing_plan.append("staffing_details", {
 			"designation": "Designer",
-			"number_of_positions": 3,
+			"vacancies": 3,
 			"estimated_cost_per_position": 45000
 		})
 		self.assertRaises(SubsidiaryCompanyError, staffing_plan.insert)
@@ -58,7 +58,7 @@ class TestStaffingPlan(unittest.TestCase):
 		staffing_plan.to_date = add_days(nowdate(), 10)
 		staffing_plan.append("staffing_details", {
 			"designation": "Designer",
-			"number_of_positions": 7,
+			"vacancies": 7,
 			"estimated_cost_per_position": 50000
 		})
 		staffing_plan.insert()
@@ -73,7 +73,7 @@ class TestStaffingPlan(unittest.TestCase):
 		staffing_plan.to_date = add_days(nowdate(), 10)
 		staffing_plan.append("staffing_details", {
 			"designation": "Designer",
-			"number_of_positions": 7,
+			"vacancies": 7,
 			"estimated_cost_per_position": 60000
 		})
 		staffing_plan.insert()

erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.json

@@ -1,297 +1,79 @@
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+ "modified": "2019-06-24 18:40:37.140178",
- "modified": "2018-06-01 17:03:38.020993",
  "modified_by": "Administrator",
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