Zoho Inventory reporting-tags API

openapi: 3.0.0
info:
  title: batches reporting-tags API
  description: Batches help you track inventory items by batch numbers, manufacturing dates, and expiration dates.
  contact: {}
  version: 1.0.0
servers:
- url: https://www.zohoapis.com/inventory/v1
  description: API Endpoint
tags:
- name: reporting-tags
  description: Reporting Tags Module
paths:
  /reportingtags:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    get:
      tags:
      - reporting-tags
      operationId: get_tags
      summary: List of all Reporting Tags
      description: Get a list of all reporting tags in the preferred order that you can set.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  reporting_tags:
                    $ref: '#/components/schemas/list-reporting-tags-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.READ
    post:
      tags:
      - reporting-tags
      operationId: create_tag
      summary: Create Reporting Tag
      description: Create a reporting tag
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/update-reporting-tag-request'
      responses:
        '201':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/reporting-tags-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.CREATE
  /reportingtags/{tag_id}:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    post:
      tags:
      - reporting-tags
      operationId: mark_default_option
      summary: Mark an option as default for a reporting tag
      description: Mark an option as the default option or clear default option for a reporting tag.
      parameters:
      - name: default_option_id
        in: query
        description: ID of the option to be marked as default. If this parameter is not sent or sent empty, the current default option of the tag will be removed.
        required: true
        schema:
          $ref: '#/components/schemas/option_id'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/mark-default_option-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.READ
    put:
      tags:
      - reporting-tags
      operationId: update_tag
      summary: Update Reporting Tag
      description: Update a reporting tag
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/update-reporting-tag-request'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/reporting-tags-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
    delete:
      tags:
      - reporting-tags
      operationId: delete_tag
      summary: Delete a reporting tag
      description: Delete a reporting tag. If there are any usages of the reporting tag in transactions,  custom views or workflows, you will not be able to delete the tag.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: The reporting tag has been deleted successfully.
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.DELETE
  /reportingtags/{tag_id}/options:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    put:
      tags:
      - reporting-tags
      operationId: update_tag_options
      summary: Update Reporting Tag Options
      description: Create, update or delete the options of a reporting tag. Reorder and arrange them in an hierarchical structure as per your organization requirements. <br><b>NOTE:</b> <br><ol> <li>An option cannot be a child option beyond five hierarchical level.</li> <li>The overall children of an option cannot exceed 500 options.</li></ol>
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/update-options-request'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/update-options-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/{tag_id}/criteria:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    put:
      tags:
      - reporting-tags
      operationId: update_tag_criteria
      summary: Update Reporting Tag - Visibility Conditions
      description: Update the visibility conditions (or filter in some places) of a reporting tag. You can set other tags or location as filters for a tag. Check our help document to know about the requirements of a tag to be associated as a filter to another tag.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/update-criteria-request'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/update-criteria-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/{tag_id}/active:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    post:
      tags:
      - reporting-tags
      operationId: active_tag
      summary: Mark Reporting Tag as active
      description: Mark a reporting tag as active so that you can use it on entities which you allowed.  A newly created tag will be in draft state. Use this to mark that tag as ready.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: The reporting tag has been activated.
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/{tag_id}/inactive:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    post:
      tags:
      - reporting-tags
      operationId: inactive_tag
      summary: Mark Reporting Tag as inactive
      description: Mark a reporting tag as inactive.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: The reporting tag has been deactivated.
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/{tag_id}/option/(\d+)/active:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    - $ref: '#/components/parameters/path_option_id'
    post:
      tags:
      - reporting-tags
      operationId: active_tag_option
      summary: Mark an option as active
      description: Mark a reporting tag's option as active.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: The reporting tag option has been activated.
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/{tag_id}/option/(\d+)/inactive:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/path_tag_id'
    - $ref: '#/components/parameters/path_option_id'
    post:
      tags:
      - reporting-tags
      operationId: inactive_tag_option
      summary: Mark an option as inactive
      description: Mark a reporting tag's option as inactive.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: The reporting tag option has been deactivated.
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
  /reportingtags/options:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/query_tag_id'
    get:
      tags:
      - reporting-tags
      operationId: get_all_tag_options
      summary: Get Reporting Tags Options Detail Page
      description: Get the options and its criteria details of a reporting tag. For each page, you can retrieve only 200 options.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/options_detail_page_response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.READ
  /reportingtags/(\d+)/options/all:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    - $ref: '#/components/parameters/query_tag_id'
    get:
      tags:
      - reporting-tags
      operationId: all_tag_options
      summary: Get all Options
      description: Get all options for a reporting tag.
      parameters:
      - name: show_untagged
        in: query
        description: '''untagged'' will be included in the response if this parameter is set to true.'
        required: false
        schema:
          type: boolean
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/all_options_response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.READ
  /reportingtags/reorder:
    x-mcp-group:
    - Reporting Tags
    parameters:
    - $ref: '#/components/parameters/organization_id'
    put:
      tags:
      - reporting-tags
      operationId: reorder_tags
      summary: Reorder Reporting Tags
      description: Reorder the reporting tags in your organization. The order of tags will be followed in transactions and reports.
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                tag_ids:
                  description: List of reporting tag IDs in the desired order
                  type: array
                  items:
                    $ref: '#/components/schemas/tag_id'
                  example:
                  - '460000000038080'
                  - '460000000038081'
                  - '460000000038082'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: integer
                    example: 0
                  message:
                    type: string
                    example: The reporting tags have been reordered successfully.
                  tags:
                    $ref: '#/components/schemas/list-reporting-tags-response'
      deprecated: false
      security:
      - Zoho_Auth:
        - ZohoInventory.settings.UPDATE
components:
  schemas:
    options_detail_page_response:
      type: object
      properties:
        code:
          type: integer
          example: 0
        message:
          type: string
          example: success
        dependent_tags:
          $ref: '#/components/schemas/dependent_tags'
          example:
          - dependent_id: ''
            dependent_name: Location
            dependent_type: location
            dependent_order: ''
            dependent_options:
            - dependent_option_id: '460000000058078'
              dependent_option_name: Europe
              dependent_option_order: ''
            - dependent_option_id: '460000000058080'
              dependent_option_name: Asia
              dependent_option_order: ''
            - dependent_option_id: '460000000058082'
              dependent_option_name: India
              dependent_option_order: ''
            - dependent_option_id: '460000000058084'
              dependent_option_name: North America
              dependent_option_order: ''
          - dependent_id: '460000000038078'
            dependent_name: Business Type
            dependent_type: tag
            dependent_order: 1
            dependent_options:
            - dependent_option_id: '460000000038080'
              dependent_option_name: Government
              dependent_option_order: ''
            - dependent_option_id: '460000000038076'
              dependent_option_name: Military / Defense
              dependent_option_order: ''
        description:
          $ref: '#/components/schemas/description'
        is_class:
          $ref: '#/components/schemas/is_class'
        is_draft:
          $ref: '#/components/schemas/is_draft'
        tag_id:
          $ref: '#/components/schemas/tag_id'
        tag_name:
          $ref: '#/components/schemas/tag_name'
        options:
          $ref: '#/components/schemas/criteria_options_response_for_details_page'
        page_context:
          type: object
          properties:
            page:
              type: integer
              example: 1
            per_page:
              type: integer
              example: 200
            has_more_page:
              type: boolean
              example: false
    update-options-request:
      required:
      - options
      type: object
      properties:
        options:
          type: array
          description: Options selected for the criteria
          items:
            type: object
            properties:
              option_name:
                $ref: '#/components/schemas/option_name'
              option_id:
                $ref: '#/components/schemas/option_id'
              is_active:
                $ref: '#/components/schemas/option_is_active'
              is_default:
                $ref: '#/components/schemas/option_is_default'
              children:
                type: array
                description: Child options of the option.
                items:
                  type: object
                  properties:
                    option_id:
                      description: Option ID
                      type: string
                      example: '460000000038082'
                    option_name:
                      description: Option Name
                      type: string
                      example: Sales - East
                    is_active:
                      $ref: '#/components/schemas/option_is_active'
                    is_default:
                      $ref: '#/components/schemas/option_is_default'
      example:
        options:
        - option_id: '460000000038082'
          option_name: ES-2003
          is_active: true
          is_default: true
          children:
          - option_id: '460000000038088'
            children: []
            option_name: ES-2003 Sec - B
            is_active: true
          - option_name: ES-2003 Sec - C
            is_active: true
            children:
            - children: []
              option_name: EES-2003
              is_active: true
        - option_id: '460000000038084'
          option_name: ES-N-2016
          is_active: true
          is_default: false
          children: []
        - option_id: '460000000038086'
          option_name: HS & ES-N
          is_active: true
          is_default: false
          children: []
    criteria_options:
      description: Options for criteria
      type: array
      items:
        type: object
        properties:
          option_id:
            $ref: '#/components/schemas/option_id'
          criteria_options:
            description: List containing filter tags and location
            type: array
            items:
              type: object
              properties:
                tag_id:
                  $ref: '#/components/schemas/filter_tag_id'
                type:
                  $ref: '#/components/schemas/filter_type'
                options:
                  description: Options selected for the criteria
                  type: array
                  items:
                    $ref: '#/components/schemas/option_id'
    update-reporting-tag-request:
      required:
      - tag_name
      - entities
      - multi_preference_entities
      type: object
      properties:
        tag_name:
          $ref: '#/components/schemas/tag_name'
        description:
          $ref: '#/components/schemas/description'
        is_mandatory:
          $ref: '#/components/schemas/is_mandatory'
        entities:
          $ref: '#/components/schemas/entities'
        multi_preference_entities:
          $ref: '#/components/schemas/multi_preference_entities'
    update-criteria-response:
      type: object
      properties:
        message:
          type: string
          example: The criteria has been updated.
    filter_type:
      description: 'Type of filter entity. <br>Allowed values: Tag <code>tag</code> and Location <code>location</code>. <br>'
      type: string
      example: tag
    reporting-tags-response:
      type: object
      properties:
        tag:
          $ref: '#/components/schemas/tag_response'
    is_draft:
      description: Is tag still in draft state
      type: boolean
      example: false
    tag_id:
      description: Tag ID
      type: string
      example: '460000000038080'
    entities:
      description: Entities that can only be enabled or disabled which can also be called as mono-preference entities.
      type: array
      items:
        type: object
        properties:
          entity_name:
            description: 'Entity Name<br>Possible Values:  <br>Customer - <code>customers</code>,  <br>Vendor - <code>vendors</code>,  <br>Item - <code>items</code>'
            type: string
            enum:
            - customers
            - vendors
            - items
          is_enabled:
            description: Is Enabled
            type: boolean
            example: true
      example:
      - entity_name: customers
        is_enabled: true
      - entity_name: vendors
        is_enabled: true
      - entity_name: items
        is_enabled: true
    tag_response:
      type: object
      properties:
        tag_id:
          $ref: '#/components/schemas/tag_id'
        tag_name:
          $ref: '#/components/schemas/tag_name'
        description:
          $ref: '#/components/schemas/description'
        is_mandatory:
          $ref: '#/components/schemas/is_mandatory'
        entities:
          $ref: '#/components/schemas/entities'
        multi_preference_entities:
          $ref: '#/components/schemas/multi_preference_entities'
    filter_option_name:
      description: 'Option Name for the filter. It can be an option name or flags.  <br>Allowed flags: <code>All</code> - Instead of selecting all options, you can send this flag to denote all options of the filter tag or location are selected for the filter to the respective tag. <code>Untagged</code> - When you want to show an option when no option is selected for the filter tag. <b>Note: This flag cannot be used for location filter.</b>'
      type: string
      example: Sales
    depth:
      description: Depth or how much indentation required of the option in the hierarchy
      type: integer
      example: 1
    dependent_tags:
      type: array
      description: The tags and location that is associated as filter for the tag
      items:
        type: object
        properties:
          dependent_id:
            type: string
            description: Dependent Tag's ID. If the dependent is location, value will be empty
            example: 460000000038081
          dependent_name:
            type: string
            description: Dependent Tag's Name. If the dependent is location, value will be <code>Location</code>
            example: Sales
          dependent_order:
            type: integer
            description: The order in which the dependent tags appear. If the dependent is location, value will be empty
            example: 1
          dependent_type:
            type: string
            description: 'Type of the dependent. Allowed values: Tag <code>tag</code>, Location <code>location</code>'
            example: tag
          dependent_options:
            description: Options selected for the dependent tag. If the dependent is location, this will be empty
            type: array
            items:
              type: object
              properties:
                dependent_option_id:
                  type: string
                  description: Dependent Option ID
                  example: 460000000038083
                dependent_option_name:
                  type: string
                  description: Dependent Option Name
                  example: Sales - East
                dependent_option_order:
                  type: integer
                  description: The order in which the options appear.
                  example: 1
          tag_name:
            $ref: '#/components/schemas/tag_name'
    multi_preference_entities:
      type: object
      properties:
        preference:
          description: Preference type. Currently, only <code>'transaction' and 'line_item'</code> is supported for this node
          type: string
          example: line_item
        entities:
          description: Entities that can only be enabled or disabled
          type: array
          items:
            type: object
            properties:
              entity_name:
                description: 'Entity Name. Possible Values:  <br>Sales - <code>sales</code>,  <br>Purchases - <code>purchases</code>,  <br>Inventory Adjustment - <code>inventory_adjustment</code>'
                type: string
                enum:
                - Sales
                - Purchases
                - Inventory Adjustment
              is_enabled:
                description: Is Enabled
                type: boolean
                example: true
      example:
        preference: line_item
        entities:
        - entity_name: sales
          is_enabled: true
        - entity_name: purchases
          is_enabled: true
        - entity_name: inventory_adjustment
          is_enabled: true
    update-criteria-request:
      required:
      - criteria_tags
      - options
      type: object
      properties:
        criteria_tags:
          $ref: '#/components/schemas/criteria_tags'
        options:
          $ref: '#/components/schemas/criteria_options'
    option_name:
      description: Option Name
      type: string
      example: Sales
    list-reporting-tags-response:
      type: array
      items:
        type: object
        properties:
          tag_id:
            $ref: '#/components/schemas/tag_id'
          tag_name:
            $ref: '#/components/schemas/tag_name'
          tag_order:
            $ref: '#/components/schemas/tag_order'
          description:
            $ref: '#/components/schemas/description'
          is_active:
            $ref: '#/components/schemas/tag_is_active'
          is_mandatory:
            $ref: '#/components/schemas/is_mandatory'
          is_class:
            $ref: '#/components/schemas/is_class'
          is_draft:
            $ref: '#/components/schemas/is_draft'
      example:
      - tag_id: '460000000038080'
        tag_name: Business Unit
        tag_order: 1
        description: Description of the reporting tag
        is_active: true
        is_mandatory: false
        is_class: false
        is_draft: false
      - tag_id: '460000000038081'
        tag_name: Sales Region
        tag_order: 2
        description: Description of the reporting tag
        is_active: true
        is_mandatory: false
        is_class: true
        is_draft: false
      - tag_id: '460000000038082'
        tag_name: Department
        tag_order: 3
        description: Description of the reporting tag
        is_active: false
        is_mandatory: true
        is_class: false
        is_draft: true
    tag_name:
      description: Tag Name
      type: string
      example: Business Unit
    update-options-response:
      type: object
      properties:
        message:
          type: string
          example: Options updated successfully
    filter_tag_id:
      type: string
      description: Filter tag ID. If the filter 'type' is location, <code>null</code> should be passed
      example: '460000000038081'
    filter_option_id:
      description: 'Option ID for the filter. It can be an option ID or flags.  <br>Allowed flags: <code>all</code> - Instead of selecting all options, you can send this flag to denote all options of the filter tag or location are selected for the filter to the respective tag. <code>untagged</code> - When you want to show an option when no option is selected for the filter tag. <b>Note: This flag cannot be used for location filter.</b>'
      type: string
      example: '460000000038081'
    criteria_options_response_for_details_page:
      type: array
      description: Options selected for the criteria
      items:
        type: object
        properties:
          option_id:
            $ref: '#/components/schemas/option_id'
          option_name:
            $ref: '#/components/schemas/option_name'
          option_order:
            type: integer
            description: The order in which the options appear.
            example: 1
          parent_id:
            type: string
            description: Parent Option ID. If the options does not have a parent, this will be empty
            example: '460000000038081'
          parent_name:
            type: string
            description: Parent Option Name. If the options does not have a parent, this will be empty
            example: Sales
          is_active:
            $ref: '#/components/schemas/option_is_active'
          is_default:
            $ref: '#/components/schemas/option_is_default'
          criteria:
            type: object
            properties:
              criteria_id:
                type: string
                description: Filter ID
                example: '460000000038084'
              tag_id:
                $ref: '#/components/schemas/filter_tag_id'
              type:
                $ref: '#/components/schemas/filter_type'
              options:
                description: Options selected for the criteria
                type: array
                items:
                  $ref: '#/components/schemas/filter_option_name'
          children:
            description: Child options of the option
            type: array
            items:
              type: object
              properties:
                option_id:
                  $ref: '#/components/schemas/option_id'
                option_name:
                  $ref: '#/components/schemas/option_name'
                option_order:
                  type: integer
                  description: The order in which the options appear.
                  example: 1
                parent_id:
                  type: string
                  description: Parent Option ID. If the options does not have a parent, this will be empty
                  example: '460000000038081'
                parent_name:
                  type: string
                  description: Parent Option Name. If the options does not have a parent, this will be empty
                  example: Sales
                is_active:
                  $ref: '#/components/schemas/option_is_active'
                is_default:
                  $ref: '#/components/schemas/option_is_default'
                criteria:
                  type: object
                  properties:
                    criteria_id:
                      type: string
                      description: Filter ID
                      example: '460000000038084'
                    tag_id:
                      $ref: '#/components/schemas/filter_tag_id'
                    type:
                      $ref: '#/components/schemas/filter_type'
                    options:
                      description: Options selected for the criteria
                      type: array
                      items:
                        $ref: '#/components/schemas/filter_option_id'
      example:
      - option_id: '460000000038081'
        option_name: Sales
        is_active: true
        is_default: false
        depth: 0
        option_order: 1
        parent_id: ''
        parent_name: ''
        criteria:
        - options:
          - Asia
          - India
          - Europe
          criteria_id: '460000000048081'
          tag_id: ''
          type: location
        - options:
          - Untagged
          - Government
          - Military / Defense
          criteria_id: '460000000048083'
          tag_id: '460000000038078'
          type: tag
        children:
        - option_id: '460000000038083'
          option_name: Sales - Central
          children: []
          is_active: true
          is_default: false
          depth: 0
          option_order: 2
          parent_id: ''
          parent_name: ''
          criteria:
          - options:
            - Asia
            - North America
            criteria_id: '460000000048081'
            tag_id: ''
            type: location
          - options:
            - All
            criteria_id: '460000000048083'
            tag_id: '460000000038078'
            type: tag
    option_is_active:
      type: boolean
      description: Is the option active for the tag
      example: true
    is_mandatory:
      description: Is Mandatory
      type: boolean
      example: false
    tag_is_active:
      type: boolean
      description: Is the tag active
      example: true
    tag_order:
      description: The order in which the tag appears
      type: integer
      example: 1
    all_options_response:
      type: object
      properties:
        code:
          type: integer
          example: 0
        message:
          type: string
          example: success
        results:
          type: array
          description: List of all options under a reporting tag
          items:
            type: object
            properties:
              option_id:
                type: string
                description: Option ID or <code>untagged</code> for untagged option if the show_untagged is true
                example: '460000000038082'
              option_name:
                type: string
                description: Option's name or 'Untagged' for untagged option if the show_untagged is true
                example: Sales
              depth:
                $ref: '#/components/schemas/depth'
          example:
          - option_id: '460000000038081'
            option_name: Sales
            depth: 0
          - option_id: '460000000038083'
            option_name: Sales - Central
            depth: 1
          - option_id: untagged
            option_name: Untagged
            depth: 0
    is_class:
      description: Is segmentation enabled for the tag
      type: boolean
      example: 

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