@servicetitan/dte-pdf-editor 1.34.0 → 1.36.0

package/dist/utils/formula/validate-formula.utils.js.map

@@ -1 +1 @@
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package/dist/utils/shared/date.utils.d.ts

@@ -0,0 +1,2 @@
+export declare const dateToUtcZero: (dateString: string) => string;
+//# sourceMappingURL=date.utils.d.ts.map

package/dist/utils/shared/date.utils.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"date.utils.d.ts","sourceRoot":"","sources":["../../../src/utils/shared/date.utils.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,aAAa,GAAI,YAAY,MAAM,KAAG,MAKlD,CAAC"}

package/dist/utils/shared/date.utils.js

@@ -0,0 +1,6 @@
+export const dateToUtcZero = (dateString) => {
+    const [year, month, day] = dateString.split('-').map(Number);
+    const utcDate = new Date(Date.UTC(year, month - 1, day));
+    return utcDate.toISOString();
+};
+//# sourceMappingURL=date.utils.js.map

package/dist/utils/shared/date.utils.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"date.utils.js","sourceRoot":"","sources":["../../../src/utils/shared/date.utils.ts"],"names":[],"mappings":"AAAA,MAAM,CAAC,MAAM,aAAa,GAAG,CAAC,UAAkB,EAAU,EAAE;IACxD,MAAM,CAAC,IAAI,EAAE,KAAK,EAAE,GAAG,CAAC,GAAG,UAAU,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC;IAC7D,MAAM,OAAO,GAAG,IAAI,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,IAAI,EAAE,KAAK,GAAG,CAAC,EAAE,GAAG,CAAC,CAAC,CAAC;IAEzD,OAAO,OAAO,CAAC,WAAW,EAAE,CAAC;AACjC,CAAC,CAAC"}

package/dist/utils/shared/index.d.ts

@@ -1,2 +1,3 @@
+export * from './date.utils';
 export * from './number.utils';
 //# sourceMappingURL=index.d.ts.map

package/dist/utils/shared/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/utils/shared/index.ts"],"names":[],"mappings":"AAAA,cAAc,gBAAgB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/utils/shared/index.ts"],"names":[],"mappings":"AAAA,cAAc,cAAc,CAAC;AAC7B,cAAc,gBAAgB,CAAC"}

package/dist/utils/shared/index.js

@@ -1,2 +1,3 @@
+export * from './date.utils';
 export * from './number.utils';
 //# sourceMappingURL=index.js.map

package/dist/utils/shared/index.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/utils/shared/index.ts"],"names":[],"mappings":"AAAA,cAAc,gBAAgB,CAAC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/utils/shared/index.ts"],"names":[],"mappings":"AAAA,cAAc,cAAc,CAAC;AAC7B,cAAc,gBAAgB,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@servicetitan/dte-pdf-editor",
-  "version": "1.34.0",
+  "version": "1.36.0",
   "description": "",
   "main": "./dist/index.js",
   "typings": "./dist/index.d.ts",

package/src/components/display-conditions/condition-row.tsx

@@ -100,6 +100,7 @@ export function ConditionRow({
             <Flex flex={1}>
                 <Combobox
                     flex={1}
+                    groupBy="group"
                     itemToKey={(item: DataPointOption | null) => item?.fullKey ?? ''}
                     itemToString={(item: DataPointOption | null) => item?.title ?? ''}
                     items={dataPointOptions}

package/src/components/field-config-panel/advanced-settings.tsx

@@ -1,5 +1,6 @@
 import { Flex, SegmentedControl, Switch, Text } from '@servicetitan/anvil2';
 import { Dispatch, FC, SetStateAction } from 'react';
+import { DEFAULT_DATE_FORMAT } from '../../constants';
 import { CalculatedFieldFormat } from '../../interface/types';
 
 interface AdvancedSettingsProps {
@@ -13,97 +14,122 @@ const ROUNDING_OPTIONS: { label: string; value: CalculatedFieldFormat['roundingM
     { label: 'Ceil', value: 'ceil' },
 ];
 
-export const AdvancedSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) => (
+const DateFormatSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) => (
     <div className="dte-formula-advanced">
         <Text variant="body" size="small">
-            Rounding mode
+            Date format
         </Text>
-        <SegmentedControl
-            size="medium"
-            selected={format.roundingMode}
-            onChange={(roundingMode: CalculatedFieldFormat['roundingMode']) =>
-                setFormat(prev => ({ ...prev, roundingMode }))
-            }
-            fill
-        >
-            {ROUNDING_OPTIONS.map(opt => (
-                <SegmentedControl.Segment key={opt.value} value={opt.value}>
-                    {opt.label}
-                </SegmentedControl.Segment>
-            ))}
-        </SegmentedControl>
-        <Flex alignItems="center" justifyContent="space-between">
-            <Text variant="body" size="small">
-                Decimal places
-            </Text>
-            <Text variant="body" size="small" className="dte-formula-advanced-value">
-                {format.decimals}
-            </Text>
-        </Flex>
         <input
-            type="range"
-            min={0}
-            max={10}
-            value={format.decimals}
-            onChange={e =>
-                setFormat(prev => ({
-                    ...prev,
-                    decimals: Number(e.target.value),
-                }))
-            }
-        />
-        <Switch
-            checked={format.thousandsSeparator}
-            onChange={(_e, { checked }) => {
-                setFormat(prev => ({
-                    ...prev,
-                    thousandsSeparator: checked,
-                    decimalSeparatorEnabled: checked,
-                    decimalSeparator: checked ? prev.decimalSeparator : '.',
-                }));
-            }}
-            label="Thousands separator"
-            value="switch-example"
+            type="text"
+            className="dte-formula-advanced-input"
+            style={{ width: '100%' }}
+            value={format.dateFormat ?? DEFAULT_DATE_FORMAT}
+            placeholder={DEFAULT_DATE_FORMAT}
+            onChange={e => setFormat(prev => ({ ...prev, dateFormat: e.target.value }))}
         />
+        <Text variant="body" size="small" color="tertiary">
+            Tokens: YYYY, YY, MMMM, MMM, MM, M, DD, D
+        </Text>
+    </div>
+);
+
+export const AdvancedSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) => {
+    if (format.resultType === 'date') {
+        return <DateFormatSettings format={format} setFormat={setFormat} />;
+    }
 
-        {format.thousandsSeparator && (
+    return (
+        <div className="dte-formula-advanced">
+            <Text variant="body" size="small">
+                Rounding mode
+            </Text>
             <SegmentedControl
                 size="medium"
-                fill
-                selected={format.decimalSeparator}
-                onChange={(decimalSeparator: CalculatedFieldFormat['decimalSeparator']) =>
-                    setFormat(prev => ({ ...prev, decimalSeparator }))
+                selected={format.roundingMode}
+                onChange={(roundingMode: CalculatedFieldFormat['roundingMode']) =>
+                    setFormat(prev => ({ ...prev, roundingMode }))
                 }
+                fill
             >
-                {['.', ','].map(decimalSeparator => (
-                    <SegmentedControl.Segment key={decimalSeparator} value={decimalSeparator}>
-                        {decimalSeparator}
+                {ROUNDING_OPTIONS.map(opt => (
+                    <SegmentedControl.Segment key={opt.value} value={opt.value}>
+                        {opt.label}
                     </SegmentedControl.Segment>
                 ))}
             </SegmentedControl>
-        )}
-        <Text variant="body" size="small">
-            Result affixes
-        </Text>
-        <Flex gap="2" alignItems="center">
-            <Text variant="body" size="small">
-                Prefix
-            </Text>
+            <Flex alignItems="center" justifyContent="space-between">
+                <Text variant="body" size="small">
+                    Decimal places
+                </Text>
+                <Text variant="body" size="small" className="dte-formula-advanced-value">
+                    {format.decimals}
+                </Text>
+            </Flex>
             <input
-                type="text"
-                className="dte-formula-advanced-input"
-                value={format.prefixText}
-                onChange={e => setFormat(prev => ({ ...prev, prefixText: e.target.value }))}
+                type="range"
+                min={0}
+                max={10}
+                value={format.decimals}
+                onChange={e =>
+                    setFormat(prev => ({
+                        ...prev,
+                        decimals: Number(e.target.value),
+                    }))
+                }
+            />
+            <Switch
+                checked={format.thousandsSeparator}
+                onChange={(_e, { checked }) => {
+                    setFormat(prev => ({
+                        ...prev,
+                        thousandsSeparator: checked,
+                        decimalSeparatorEnabled: checked,
+                        decimalSeparator: checked ? prev.decimalSeparator : '.',
+                    }));
+                }}
+                label="Thousands separator"
+                value="switch-example"
             />
+
+            {format.thousandsSeparator && (
+                <SegmentedControl
+                    size="medium"
+                    fill
+                    selected={format.decimalSeparator}
+                    onChange={(decimalSeparator: CalculatedFieldFormat['decimalSeparator']) =>
+                        setFormat(prev => ({ ...prev, decimalSeparator }))
+                    }
+                >
+                    {['.', ','].map(decimalSeparator => (
+                        <SegmentedControl.Segment key={decimalSeparator} value={decimalSeparator}>
+                            {decimalSeparator}
+                        </SegmentedControl.Segment>
+                    ))}
+                </SegmentedControl>
+            )}
             <Text variant="body" size="small">
-                Postfix
+                Result affixes
             </Text>
-            <input
-                type="text"
-                className="dte-formula-advanced-input"
-                value={format.postfixText}
-                onChange={e => setFormat(prev => ({ ...prev, postfixText: e.target.value }))}
-            />
-        </Flex>
-    </div>
-);
+            <Flex gap="2" alignItems="center">
+                <Text variant="body" size="small">
+                    Prefix
+                </Text>
+                <input
+                    type="text"
+                    className="dte-formula-advanced-input"
+                    value={format.prefixText}
+                    onChange={e => setFormat(prev => ({ ...prev, prefixText: e.target.value }))}
+                />
+                <Text variant="body" size="small">
+                    Postfix
+                </Text>
+                <input
+                    type="text"
+                    className="dte-formula-advanced-input"
+                    value={format.postfixText}
+                    onChange={e => setFormat(prev => ({ ...prev, postfixText: e.target.value }))}
+                />
+            </Flex>
+        </div>
+    );
+};

package/src/components/field-config-panel/formula-generator.tsx

@@ -32,6 +32,7 @@ function getFillableFilteredBuySubTypeFields(
             type: FieldTypeEnum.fillable,
             subType: f.subType,
             path: f.path,
+            fieldType: f.subType === 'date' ? 'date' : 'number',
         }));
 }
 
@@ -53,7 +54,7 @@ export const FormulaGenerator: FC<FormulaGeneratorProps> = ({
         [dataModel],
     );
     const fillableFieldsFromDocument = useMemo(
-        () => getFillableFilteredBuySubTypeFields(documentFields, ['number']),
+        () => getFillableFilteredBuySubTypeFields(documentFields, ['number', 'date']),
         [documentFields],
     );
 

package/src/components/field-config-panel/formula-modal.tsx

@@ -1,8 +1,8 @@
 import { Button, Dialog, Divider, Flex } from '@servicetitan/anvil2';
 import IconRedo from '@servicetitan/anvil2/assets/icons/material/round/redo.svg';
 import IconUndo from '@servicetitan/anvil2/assets/icons/material/round/undo.svg';
-import { FC, useCallback, useMemo, useState } from 'react';
-import { MODAL_CONTENT_MAX_HEIGHT } from '../../constants';
+import { FC, useCallback, useEffect, useMemo, useState } from 'react';
+import { DEFAULT_DATE_FORMAT, MODAL_CONTENT_MAX_HEIGHT } from '../../constants';
 import { useFormulaEditor } from '../../hooks';
 import {
     CalculatedFieldFormat,
@@ -92,6 +92,21 @@ export const FormulaModal: FC<FormulaModalProps> = ({
         return m;
     }, [allFields, fillableFieldsFromDocument]);
 
+    const knownDateFields = useMemo(() => {
+        const set = new Set<string>();
+        for (const f of allFields) {
+            if (f.fieldType === 'date' && f.path) {
+                set.add(f.path);
+            }
+        }
+        for (const f of fillableFieldsFromDocument) {
+            if (f.fieldType === 'date' && f.path) {
+                set.add(f.path);
+            }
+        }
+        return set;
+    }, [allFields, fillableFieldsFromDocument]);
+
     const currentExpression = useMemo(() => tokensToExpression(initialFormula), [initialFormula]);
 
     const [highlightElementPath, setHighlightElementPath] = useState('');
@@ -102,18 +117,35 @@ export const FormulaModal: FC<FormulaModalProps> = ({
 
     const formulaEditor = useFormulaEditor({
         currentExpression,
+        knownDateFields,
         opened: true,
         pathToLabel,
     });
 
+    useEffect(() => {
+        if (formulaEditor.expressionHasDateFields && format.resultType !== 'date') {
+            setFormat(prev => ({
+                ...prev,
+                resultType: 'date',
+                dateFormat: prev.dateFormat ?? DEFAULT_DATE_FORMAT,
+            }));
+            setAdvancedOpen(true);
+        } else if (!formulaEditor.expressionHasDateFields && format.resultType === 'date') {
+            setFormat(prev => ({
+                ...prev,
+                resultType: 'number',
+            }));
+        }
+    }, [formulaEditor.expressionHasDateFields, format.resultType]);
+
     const parsedTokens = useMemo(
         () => parseExpression(formulaEditor.draftExpression, validPaths, pathToLabel),
         [formulaEditor.draftExpression, validPaths, pathToLabel],
     );
 
     const formulaValidation = useMemo(
-        () => validateFormula({ tokens: parsedTokens }, validPaths),
-        [parsedTokens, validPaths],
+        () => validateFormula({ tokens: parsedTokens }, validPaths, knownDateFields),
+        [parsedTokens, validPaths, knownDateFields],
     );
 
     const unknownFieldErrors = useMemo(() => {
@@ -132,9 +164,16 @@ export const FormulaModal: FC<FormulaModalProps> = ({
     }, [onClose]);
 
     const handleSave = useCallback(() => {
-        onSave({ tokens: parsedTokens }, format);
+        const usedDatePaths = parsedTokens
+            .filter(t => t.type === 'field' && knownDateFields.has(t.path))
+            .map(t => (t as { type: 'field'; path: string }).path);
+        const savedFormat: CalculatedFieldFormat = {
+            ...format,
+            dateFieldPaths: usedDatePaths.length > 0 ? [...new Set(usedDatePaths)] : undefined,
+        };
+        onSave({ tokens: parsedTokens }, savedFormat);
         onClose();
-    }, [format, onClose, onSave, parsedTokens]);
+    }, [format, knownDateFields, onClose, onSave, parsedTokens]);
 
     const validationError = unknownFieldErrors[0] ?? formulaValidation.errors[0] ?? '';
     const isInvalid = !formulaValidation.valid || unknownFieldErrors.length > 0;
@@ -164,6 +203,7 @@ export const FormulaModal: FC<FormulaModalProps> = ({
                         selectedPaths={formulaEditor.selectedFieldPaths}
                     />
                     <FormulaWorkspace
+                        disabledOperators={formulaEditor.disabledOperators}
                         editorRef={formulaEditor.editorRef}
                         isInvalid={isInvalid && formulaEditor.isDirty}
                         validationError={validationError}

package/src/components/field-config-panel/formula-workspace.tsx

@@ -17,6 +17,7 @@ import { ResultTypeSelector } from './result-type-selector';
 interface FormulaWorkspaceProps {
     actions: ReactNode;
     advancedOpen: boolean;
+    disabledOperators?: Set<string>;
     editorRef: RefObject<HTMLDivElement | null>;
     format: CalculatedFieldFormat;
     isInvalid: boolean;
@@ -36,6 +37,7 @@ interface FormulaWorkspaceProps {
 export const FormulaWorkspace: FC<FormulaWorkspaceProps> = ({
     actions,
     advancedOpen,
+    disabledOperators,
     editorRef,
     format,
     isInvalid,
@@ -73,8 +75,11 @@ export const FormulaWorkspace: FC<FormulaWorkspaceProps> = ({
     return (
         <Flex direction="column" flex={1} gap={2} style={{ padding: '12px' }}>
             <Text variant="body" size="small">
-                Click a field on the left to add it. Use +, -, *, /, and parentheses to build
-                formulas.
+                Click a field on the left to add it. Use +, -,{' '}
+                {disabledOperators?.has('*') ? '' : '*, /, and '}parentheses to build formulas.
+                {disabledOperators?.has('*')
+                    ? ' Multiply and divide are not available with date fields.'
+                    : ''}
             </Text>
             <Flex alignItems="center" justifyContent="space-between">
                 <Text variant="body" size="small">
@@ -101,11 +106,20 @@ export const FormulaWorkspace: FC<FormulaWorkspaceProps> = ({
             />
             {isInvalid && validationError && <Alert status="danger" title={validationError} />}
             <Flex gap={1}>
-                {CALCULATED_OPERATIONS.map(op => (
-                    <Button key={op} onClick={() => onOperatorSelect(op)} size="small">
-                        {op}
-                    </Button>
-                ))}
+                {CALCULATED_OPERATIONS.map(op => {
+                    const isDisabled = disabledOperators?.has(op) ?? false;
+                    return (
+                        <Button
+                            key={op}
+                            onClick={() => onOperatorSelect(op)}
+                            size="small"
+                            disabled={isDisabled}
+                            title={isDisabled ? 'Not available with date fields' : undefined}
+                        >
+                            {op}
+                        </Button>
+                    );
+                })}
             </Flex>
             <ResultTypeSelector format={format} onChange={onResultTypeChange} />
             <LinkButton appearance="primary" onClick={onToggleAdvanced}>

package/src/components/field-config-panel/result-type-selector.tsx

@@ -11,6 +11,7 @@ const RESULT_TYPE_OPTIONS: { label: string; value: CalculatedFieldFormat['result
     { label: 'Number', value: 'number' },
     { label: 'Currency', value: 'currency' },
     { label: 'Percent', value: 'percent' },
+    { label: 'Date', value: 'date' },
 ];
 
 export const ResultTypeSelector: FC<ResultTypeSelectorProps> = ({ format, onChange }) => (

package/src/components/pdf-view/pdf-view-calculated.tsx

@@ -5,19 +5,36 @@ import { evaluateFormula, formatCalculatedResult, resolvePdfDataValues } from '.
 interface PdfViewCalculatedProps {
     field: PdfField;
     data?: DataModelValues;
+    holidays?: string[];
 }
 
-export const PdfViewCalculated: FC<PdfViewCalculatedProps> = ({ data, field }) => {
+export const PdfViewCalculated: FC<PdfViewCalculatedProps> = ({ data, field, holidays }) => {
+    const dateFieldPaths = useMemo(() => {
+        const paths = field.formulaFormat?.dateFieldPaths;
+        return paths?.length ? new Set(paths) : undefined;
+    }, [field.formulaFormat?.dateFieldPaths]);
+
     const displayValue = useMemo(() => {
         if (field.formula?.tokens?.length) {
-            const value = evaluateFormula(field.formula, data);
+            const value = evaluateFormula(field.formula, data, dateFieldPaths, holidays);
+            if (value === null) {
+                return '';
+            }
             return formatCalculatedResult(value, field.formulaFormat);
         }
         if (field.path) {
             return resolvePdfDataValues(data, field.path) ?? '';
         }
         return field.label ?? '';
-    }, [data, field.formula, field.formulaFormat, field.label, field.path]);
+    }, [
+        data,
+        dateFieldPaths,
+        field.formula,
+        field.formulaFormat,
+        field.label,
+        field.path,
+        holidays,
+    ]);
 
     return <div className="dte-pdf-field-value">{displayValue}</div>;
 };

package/src/components/pdf-view/pdf-view-fillable.tsx

@@ -1,6 +1,6 @@
 import { FC } from 'react';
 import { DataChangePayload, DataModelValues, PdfField, PreviewMode } from '../../interface/types';
-import { getFieldPlaceholderText } from '../../utils';
+import { dateToUtcZero, getFieldPlaceholderText } from '../../utils';
 
 interface PdfViewFillableProps {
     field: PdfField;
@@ -103,8 +103,11 @@ export const PdfViewFillable: FC<PdfViewFillableProps> = ({
                 disabled={!isFillable}
                 id={field.path}
                 name={field.path}
-                value={resolvedValue ?? ''}
-                onChange={e => handleDataChange(e.target.value)}
+                value={resolvedValue ? resolvedValue.slice(0, 10) : ''}
+                onChange={e => {
+                    const dateStr = e.target.value;
+                    handleDataChange(dateStr ? dateToUtcZero(dateStr) : '');
+                }}
                 placeholder={getFieldPlaceholderText(field, 'mm/dd/yyyy')}
             />
         );

package/src/components/pdf-view/pdf-view.tsx

@@ -25,6 +25,12 @@ export interface PdfViewProps {
     data?: DataModelValues;
     pdfUrl: string;
     loading?: boolean;
+    /**
+     * UTC date strings (e.g. `'2026-03-17T00:00:00Z'`) treated as non-business days.
+     * When provided, date-based calculated fields skip weekends and these holidays
+     * when adding/subtracting days or computing date differences.
+     */
+    holidays?: string[];
     /*
      * fillingBy defines the list of recipient names
      * who are allowed to fill this field.
@@ -45,6 +51,7 @@ export const PdfView: FC<PdfViewProps> = ({
     errors = {},
     fields,
     fillingBy,
+    holidays,
     loading = false,
     loadingPlaceholder,
     onDataChange,
@@ -106,6 +113,7 @@ export const PdfView: FC<PdfViewProps> = ({
                                     <PdfViewCalculated
                                         field={field}
                                         data={previewMode === 'fillable' ? previewData : data}
+                                        holidays={holidays}
                                     />
                                 )}
                                 {field.type === FieldTypeEnum.fillable && (

package/src/constants/calculated.constants.ts

@@ -1 +1,5 @@
 export const CALCULATED_OPERATIONS = ['+', '-', '*', '/', '(', ')'];
+
+export const DEFAULT_DATE_FORMAT = 'MM/DD/YYYY';
+
+export const MAX_DATE_CALC_DAYS = 365;