@servicetitan/dte-pdf-editor 1.45.0 → 1.47.0

package/dist/utils/formula/expression.utils.js

@@ -25,6 +25,48 @@ export function tokensToExpression(formula) {
         .replace(/\s+/g, ' ')
         .trim();
 }
+/**
+ * Convert StructuredFormula tokens to a human-readable display string.
+ *
+ * Field token label resolution order:
+ *   1. `pathToLabel[path]` — caller-provided override (fillable / data-model labels).
+ *   2. `formSnapshot.fieldName` — embedded form-field label carried on the token.
+ *   3. raw `path` — last-resort fallback.
+ *
+ * Use this for read-only UI surfaces where the formula is shown for context
+ * (overlays, previews) — NOT for round-tripping through `parseExpression`,
+ * which expects paths.
+ */
+export function formulaToDisplayText(formula, pathToLabel) {
+    var _a;
+    if (!((_a = formula === null || formula === void 0 ? void 0 : formula.tokens) === null || _a === void 0 ? void 0 : _a.length)) {
+        return '';
+    }
+    return formula.tokens
+        .map(t => {
+        var _a;
+        if (t.type === 'field') {
+            const overrideLabel = pathToLabel === null || pathToLabel === void 0 ? void 0 : pathToLabel.get(t.path);
+            if (overrideLabel) {
+                return overrideLabel;
+            }
+            if ((_a = t.formSnapshot) === null || _a === void 0 ? void 0 : _a.fieldName) {
+                return t.formSnapshot.fieldName;
+            }
+            return t.path;
+        }
+        if (t.type === 'lparen') {
+            return '(';
+        }
+        if (t.type === 'rparen') {
+            return ')';
+        }
+        return t.value;
+    })
+        .join(' ')
+        .replace(/\s+/g, ' ')
+        .trim();
+}
 // Field paths may contain hyphens (e.g., fillable_recipient_uuid with UUIDs)
 const EXPRESSION_REGEX = /[A-Za-z_][A-Za-z0-9_.-]*|\d+(?:\.\d+)?|[()+\-*/]|\s+|./g;
 export function tokenizeExpression(expression) {

package/dist/utils/formula/expression.utils.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@servicetitan/dte-pdf-editor",
-  "version": "1.45.0",
+  "version": "1.47.0",
   "description": "",
   "main": "./dist/index.js",
   "typings": "./dist/index.d.ts",

package/src/__tests__/field-types/date-fields.test.ts

@@ -0,0 +1,212 @@
+import {
+    CalculatedFormatForDate,
+    DisplayConditionState,
+    StructuredFormula,
+} from '../../interface/types';
+import {
+    dateToUtcZero,
+    evaluateDisplayCondition,
+    evaluateFormula,
+    formatCalculatedResult,
+    toDateInputValue,
+} from '../../utils';
+
+/**
+ * Scenario tests for date fields.
+ *
+ * Validates the full lifecycle of a date value:
+ *   raw input -> UTC normalization -> display condition evaluation
+ *   -> business-day formula arithmetic -> calculated-field formatting.
+ */
+
+describe('date field scenarios', () => {
+    describe('with input conversion', () => {
+        test('normalizes a YYYY-MM-DD input to UTC midnight ISO string', () => {
+            expect(dateToUtcZero('2024-06-15')).toBe('2024-06-15T00:00:00.000Z');
+        });
+
+        test('round-trips an ISO date string through toDateInputValue', () => {
+            const isoString = dateToUtcZero('2024-06-15');
+            expect(toDateInputValue(isoString)).toBe('2024-06-15');
+        });
+
+        test('returns empty string when stored value is empty', () => {
+            expect(toDateInputValue('')).toBe('');
+        });
+
+        test('returns empty string when stored value is invalid Date', () => {
+            expect(toDateInputValue(new Date('invalid'))).toBe('');
+        });
+    });
+
+    describe('with display conditions on date fields', () => {
+        const subject = (state: DisplayConditionState, data: Record<string, unknown>) =>
+            evaluateDisplayCondition(state, data);
+
+        const dateValue = dateToUtcZero('2024-06-15');
+
+        test('matches with is_equal_to when stored ISO matches expected ISO', () => {
+            const state: DisplayConditionState = {
+                behavior: 'show',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: 'signed_at',
+                                operator: 'is_equal_to',
+                                value: dateValue,
+                            },
+                        ],
+                    },
+                ],
+            };
+            expect(subject(state, { signed_at: dateValue })).toBe(true);
+        });
+
+        test('contains operator matches a partial date string', () => {
+            const state: DisplayConditionState = {
+                behavior: 'show',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: 'signed_at',
+                                operator: 'contains',
+                                value: '2024-06',
+                            },
+                        ],
+                    },
+                ],
+            };
+            expect(subject(state, { signed_at: dateValue })).toBe(true);
+        });
+
+        test('is_empty hides field when date has not been filled', () => {
+            const state: DisplayConditionState = {
+                behavior: 'hide',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: 'signed_at',
+                                operator: 'is_empty',
+                                value: '',
+                            },
+                        ],
+                    },
+                ],
+            };
+            expect(subject(state, {})).toBe(false);
+            expect(subject(state, { signed_at: dateValue })).toBe(true);
+        });
+    });
+
+    describe('with date fields in formulas', () => {
+        const subject = (formula: StructuredFormula, data: Record<string, string>) =>
+            evaluateFormula(formula, data);
+
+        test('adds business days to a date and returns epoch ms of the result', () => {
+            // Monday 2024-06-10 + 3 business days = Thursday 2024-06-13
+            const formula: StructuredFormula = {
+                tokens: [
+                    { type: 'field', path: 'start', fieldType: 'date' },
+                    { type: 'operator', value: '+' },
+                    { type: 'number', value: '3' },
+                ],
+            };
+            const result = subject(formula, { start: '2024-06-10' });
+            expect(result).not.toBeNull();
+            const resolved = new Date(result as number);
+            expect(resolved.getUTCFullYear()).toBe(2024);
+            expect(resolved.getUTCMonth()).toBe(5);
+            expect(resolved.getUTCDate()).toBe(13);
+        });
+
+        test('skips weekends when adding business days across a Friday boundary', () => {
+            // Friday 2024-06-14 + 1 business day = Monday 2024-06-17
+            const formula: StructuredFormula = {
+                tokens: [
+                    { type: 'field', path: 'start', fieldType: 'date' },
+                    { type: 'operator', value: '+' },
+                    { type: 'number', value: '1' },
+                ],
+            };
+            const result = subject(formula, { start: '2024-06-14' });
+            expect(new Date(result as number).getUTCDate()).toBe(17);
+        });
+
+        test('skips weekends and explicit holidays when adding business days', () => {
+            const formula: StructuredFormula = {
+                tokens: [
+                    { type: 'field', path: 'start', fieldType: 'date' },
+                    { type: 'operator', value: '+' },
+                    { type: 'number', value: '1' },
+                ],
+            };
+            // Mon 2024-06-10 + 1 day, but 2024-06-11 is a holiday => Wed 2024-06-12
+            const result = evaluateFormula(formula, { start: '2024-06-10' }, ['2024-06-11']);
+            expect(new Date(result as number).getUTCDate()).toBe(12);
+        });
+
+        test('returns null when date field has invalid value', () => {
+            const formula: StructuredFormula = {
+                tokens: [
+                    { type: 'field', path: 'start', fieldType: 'date' },
+                    { type: 'operator', value: '+' },
+                    { type: 'number', value: '1' },
+                ],
+            };
+            expect(subject(formula, { start: 'not-a-date' })).toBeNull();
+        });
+
+        test('returns null when date field is missing from data', () => {
+            const formula: StructuredFormula = {
+                tokens: [
+                    { type: 'field', path: 'start', fieldType: 'date' },
+                    { type: 'operator', value: '+' },
+                    { type: 'number', value: '1' },
+                ],
+            };
+            expect(subject(formula, {})).toBeNull();
+        });
+    });
+
+    describe('with calculated-field date formatting', () => {
+        const today = new Date();
+
+        test('formats today as MM/DD/YYYY by default', () => {
+            const format: CalculatedFormatForDate = {
+                resultType: 'date',
+                dateFormat: 'MM/DD/YYYY',
+            };
+            expect(formatCalculatedResult(today.getTime(), format)).toMatch(
+                /^\d{2}\/\d{2}\/\d{4}$/,
+            );
+        });
+
+        test('substitutes long month token', () => {
+            const format: CalculatedFormatForDate = {
+                resultType: 'date',
+                dateFormat: 'MMMM YYYY',
+            };
+            const result = formatCalculatedResult(today.getTime(), format);
+            expect(result).toMatch(
+                /^(January|February|March|April|May|June|July|August|September|October|November|December) \d{4}$/,
+            );
+        });
+
+        test('returns empty string for dates far outside display range', () => {
+            const format: CalculatedFormatForDate = {
+                resultType: 'date',
+                dateFormat: 'YYYY',
+            };
+            expect(formatCalculatedResult(Date.UTC(1900, 0, 1), format)).toBe('');
+        });
+    });
+});

package/src/__tests__/field-types/display-condition-fields.test.ts

@@ -0,0 +1,340 @@
+import {
+    DataPointOption,
+    DisplayConditionState,
+    FieldTypeEnum,
+    FormFieldsByFormIdI,
+    PdfField,
+    SchemaObject,
+} from '../../interface/types';
+import {
+    buildFormFieldKey,
+    evaluateDisplayCondition,
+    generateFillablePath,
+    getDataPointOptions,
+    getDisplayConditionFieldTypeForKey,
+    getDocumentFieldsDataPointOptions,
+    getSchemaDataPointOptions,
+    inferDisplayConditionSourceKind,
+} from '../../utils';
+
+/**
+ * Scenario tests for display-condition fields.
+ *
+ * Display conditions can reference three sources:
+ *   - data model (merge tags)
+ *   - fillable fields (filled by recipient)
+ *   - form submission fields
+ *
+ * These tests cover source-kind inference, type resolution, and evaluation
+ * across each source with realistic AND/OR composition and show/hide behavior.
+ */
+
+const schema: SchemaObject = {
+    type: 'object',
+    properties: {
+        Customer: {
+            type: 'object',
+            title: 'Customer',
+            properties: {
+                Name: {
+                    type: 'string',
+                    title: 'Name',
+                    options: { useInConditionals: true },
+                },
+                Age: {
+                    type: 'number',
+                    title: 'Age',
+                    options: { useInConditionals: true },
+                },
+            },
+        },
+    },
+};
+
+const fillableField: PdfField = {
+    id: 'fillable-1',
+    type: FieldTypeEnum.fillable,
+    subType: 'text',
+    x: 0,
+    y: 0,
+    page: 1,
+    label: 'Email',
+    width: 100,
+    height: 25,
+    recipient: 'signer1',
+    path: generateFillablePath('signer1', 'Email'),
+};
+
+const formFieldsByFormId: FormFieldsByFormIdI = {
+    7: [
+        { id: 'abc-123', header: 'Score', itemType: 'number' },
+        { id: 'def-456', header: 'Comment', itemType: 'text' },
+    ],
+};
+
+const formScoreKey = buildFormFieldKey(7, 'abc-123');
+const formCommentKey = buildFormFieldKey(7, 'def-456');
+
+describe('display-condition field scenarios', () => {
+    describe('with source-kind inference', () => {
+        const mergeTagOptions: DataPointOption[] = getSchemaDataPointOptions(schema);
+        const fillableOptions: DataPointOption[] = getDocumentFieldsDataPointOptions([
+            fillableField,
+        ]);
+        const subject = (key: string) =>
+            inferDisplayConditionSourceKind(key, mergeTagOptions, fillableOptions);
+
+        test.each([
+            ['data model', 'Customer.Name', FieldTypeEnum.dataModel],
+            ['fillable', fillableField.path!, FieldTypeEnum.fillable],
+            ['form', formScoreKey, FieldTypeEnum.forms],
+        ])('infers %s source from key', (_, key, expected) => {
+            expect(subject(key)).toBe(expected);
+        });
+
+        test('returns null when key is empty', () => {
+            expect(subject('')).toBeNull();
+        });
+
+        test('returns null for unknown key', () => {
+            expect(subject('unknown.path')).toBeNull();
+        });
+    });
+
+    describe('with field-type resolution', () => {
+        const mergeTagOptions = getSchemaDataPointOptions(schema);
+        const fillableOptions = getDocumentFieldsDataPointOptions([fillableField]);
+
+        test('returns number for numeric merge tag', () => {
+            expect(
+                getDisplayConditionFieldTypeForKey(
+                    'Customer.Age',
+                    mergeTagOptions,
+                    fillableOptions,
+                    formFieldsByFormId,
+                ),
+            ).toBe('number');
+        });
+
+        test('returns string for fillable text field', () => {
+            expect(
+                getDisplayConditionFieldTypeForKey(
+                    fillableField.path!,
+                    mergeTagOptions,
+                    fillableOptions,
+                    formFieldsByFormId,
+                ),
+            ).toBe('string');
+        });
+
+        test('returns number for numeric form field', () => {
+            expect(
+                getDisplayConditionFieldTypeForKey(
+                    formScoreKey,
+                    mergeTagOptions,
+                    fillableOptions,
+                    formFieldsByFormId,
+                ),
+            ).toBe('number');
+        });
+
+        test('returns string for text form field', () => {
+            expect(
+                getDisplayConditionFieldTypeForKey(
+                    formCommentKey,
+                    mergeTagOptions,
+                    fillableOptions,
+                    formFieldsByFormId,
+                ),
+            ).toBe('string');
+        });
+    });
+
+    describe('with options exposed to the condition picker', () => {
+        test('includes merge tag and fillable options sorted by title', () => {
+            const options = getDataPointOptions(schema, [fillableField]);
+            expect(options.map(o => o.title)).toEqual([
+                'Customer - Age',
+                'Customer - Name',
+                'Email',
+            ]);
+        });
+    });
+
+    describe('with condition evaluation on merge tag source', () => {
+        const subject = (state: DisplayConditionState, data: Record<string, unknown>) =>
+            evaluateDisplayCondition(state, data);
+
+        const state: DisplayConditionState = {
+            behavior: 'show',
+            groups: [
+                {
+                    id: 'g',
+                    conditions: [
+                        {
+                            id: 'c',
+                            dataPointKey: 'Customer.Age',
+                            operator: 'num_gte',
+                            value: '18',
+                        },
+                    ],
+                },
+            ],
+        };
+
+        test('shows field when numeric merge tag is greater than threshold', () => {
+            expect(subject(state, { Customer: { Age: 25 } })).toBe(true);
+        });
+
+        test('hides field when numeric merge tag is below threshold', () => {
+            expect(subject(state, { Customer: { Age: 10 } })).toBe(false);
+        });
+    });
+
+    describe('with condition evaluation on fillable source', () => {
+        const subject = (state: DisplayConditionState, data: Record<string, unknown>) =>
+            evaluateDisplayCondition(state, data);
+
+        test('matches fillable value via its fillable_recipient_name path', () => {
+            const state: DisplayConditionState = {
+                behavior: 'show',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: fillableField.path!,
+                                operator: 'contains',
+                                value: '@example.com',
+                            },
+                        ],
+                    },
+                ],
+            };
+            expect(subject(state, { [fillableField.path!]: 'jane@example.com' })).toBe(true);
+            expect(subject(state, { [fillableField.path!]: 'jane@other.com' })).toBe(false);
+        });
+    });
+
+    describe('with condition evaluation on form-field source', () => {
+        const subject = (state: DisplayConditionState, data: Record<string, unknown>) =>
+            evaluateDisplayCondition(state, data);
+
+        test('reads numeric form field via its __submission_fields path', () => {
+            const state: DisplayConditionState = {
+                behavior: 'show',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: formScoreKey,
+                                operator: 'num_gt',
+                                value: '50',
+                            },
+                        ],
+                    },
+                ],
+            };
+
+            // Form values land at __submission_fields.{formId}.{fieldId}
+            const data = {
+                __submission_fields: { 7: { abc123: 75 } },
+            };
+            expect(subject(state, data)).toBe(true);
+        });
+    });
+
+    describe('with AND/OR composition across sources', () => {
+        const subject = (state: DisplayConditionState, data: Record<string, unknown>) =>
+            evaluateDisplayCondition(state, data);
+
+        const state: DisplayConditionState = {
+            behavior: 'show',
+            groups: [
+                {
+                    id: 'g1',
+                    conditions: [
+                        {
+                            id: 'c1',
+                            dataPointKey: 'Customer.Age',
+                            operator: 'num_gte',
+                            value: '18',
+                        },
+                        {
+                            id: 'c2',
+                            logicalOperator: 'and',
+                            dataPointKey: fillableField.path!,
+                            operator: 'is_not_empty',
+                            value: '',
+                        },
+                    ],
+                },
+                {
+                    id: 'g2',
+                    logicalOperator: 'or',
+                    conditions: [
+                        {
+                            id: 'c3',
+                            dataPointKey: formScoreKey,
+                            operator: 'num_gte',
+                            value: '90',
+                        },
+                    ],
+                },
+            ],
+        };
+
+        test('matches when first AND group is satisfied', () => {
+            const data = {
+                Customer: { Age: 25 },
+                [fillableField.path!]: 'jane@example.com',
+                __submission_fields: { 7: { abc123: 0 } },
+            };
+            expect(subject(state, data)).toBe(true);
+        });
+
+        test('matches when second OR group is satisfied', () => {
+            const data = {
+                Customer: { Age: 10 },
+                [fillableField.path!]: '',
+                __submission_fields: { 7: { abc123: 95 } },
+            };
+            expect(subject(state, data)).toBe(true);
+        });
+
+        test('hides when neither group is satisfied', () => {
+            const data = {
+                Customer: { Age: 10 },
+                [fillableField.path!]: '',
+                __submission_fields: { 7: { abc123: 50 } },
+            };
+            expect(subject(state, data)).toBe(false);
+        });
+    });
+
+    describe('with hide behavior', () => {
+        test('inverts result to hide when condition matches', () => {
+            const state: DisplayConditionState = {
+                behavior: 'hide',
+                groups: [
+                    {
+                        id: 'g',
+                        conditions: [
+                            {
+                                id: 'c',
+                                dataPointKey: 'Customer.Name',
+                                operator: 'is_equal_to',
+                                value: 'Internal',
+                            },
+                        ],
+                    },
+                ],
+            };
+            expect(evaluateDisplayCondition(state, { Customer: { Name: 'Internal' } })).toBe(false);
+            expect(evaluateDisplayCondition(state, { Customer: { Name: 'External' } })).toBe(true);
+        });
+    });
+});