@servicetitan/dte-pdf-editor 1.94.0 → 1.96.0

package/dist/utils/formula/evaluate-formula.utils.js

@@ -1,4 +1,18 @@
 import { resolvePdfDataValues } from '../data-model';
+import { addBusinessDays, addCalendarDays, countBusinessDays, countCalendarDays, defaultBusinessCalendar, } from './business-days.utils';
+/**
+ * A field's options: disabled (plain calendar-day math) unless it has a binding in
+ * `scheduleBindings` (DTE's `fieldKey` = `PdfField.id`), in which case it uses its own calendar
+ * when the host passed one for its id, else the default calendar.
+ */
+export function getFieldDateCalcOptions(fieldId, scheduleBindings, holidays, fieldCalendars) {
+    const enabled = !!fieldId && !!(scheduleBindings === null || scheduleBindings === void 0 ? void 0 : scheduleBindings.some(b => b.fieldKey === fieldId));
+    if (!enabled) {
+        return { enabled: false };
+    }
+    const calendar = fieldCalendars === null || fieldCalendars === void 0 ? void 0 : fieldCalendars[fieldId];
+    return calendar ? { enabled: true, calendar } : { enabled: true, holidays };
+}
 /**
  * Convert formula operand to number. Merge tags and fillable only ever give:
  * empty '', a number, or a string number (e.g. '1.2'). Only those are converted to number for calculation.
@@ -148,88 +162,16 @@ function parseDateValue(raw) {
     const d = new Date(raw);
     return isNaN(d.getTime()) ? NaN : d.getTime();
 }
-function toDateOnly(ms) {
-    const d = new Date(ms);
-    d.setUTCHours(0, 0, 0, 0);
-    return d;
-}
-function toDateKey(d) {
-    const y = d.getUTCFullYear();
-    const m = String(d.getUTCMonth() + 1).padStart(2, '0');
-    const day = String(d.getUTCDate()).padStart(2, '0');
-    return `${y}-${m}-${day}`;
-}
-function isWeekend(d) {
-    const day = d.getUTCDay();
-    return day === 0 || day === 6;
-}
-function buildHolidaySet(holidays) {
-    if (!(holidays === null || holidays === void 0 ? void 0 : holidays.length)) {
-        return new Set();
-    }
-    const set = new Set();
-    for (const h of holidays) {
-        const d = toDateOnly(new Date(h).getTime());
-        if (!isNaN(d.getTime())) {
-            set.add(toDateKey(d));
-        }
-    }
-    return set;
-}
-function isNonBusinessDay(d, holidaySet) {
-    return isWeekend(d) || (holidaySet.size > 0 && holidaySet.has(toDateKey(d)));
-}
-/**
- * Add business days to a date (epoch ms), skipping weekends and holidays.
- * Returns the resulting date as epoch ms.
- */
-function addBusinessDays(startMs, days, holidaySet) {
-    const result = toDateOnly(startMs);
-    if (!isFinite(result.getTime())) {
-        return result.getTime();
-    }
-    const intDays = Math.trunc(days);
-    if (intDays === 0) {
-        return result.getTime();
-    }
-    const direction = intDays > 0 ? 1 : -1;
-    let remaining = Math.abs(intDays);
-    while (remaining > 0) {
-        result.setUTCDate(result.getUTCDate() + direction);
-        if (!isNonBusinessDay(result, holidaySet)) {
-            remaining--;
-        }
-    }
-    return result.getTime();
-}
-/**
- * Count business days between two dates (epoch ms), skipping weekends and holidays.
- * Positive when `toMs` is after `fromMs`, negative otherwise.
- */
-function businessDayDiff(fromMs, toMs, holidaySet) {
-    const start = toDateOnly(fromMs);
-    const end = toDateOnly(toMs);
-    if (!isFinite(start.getTime()) || !isFinite(end.getTime())) {
-        return 0;
-    }
-    const direction = end.getTime() >= start.getTime() ? 1 : -1;
-    const cursor = new Date(start.getTime());
-    let count = 0;
-    while (toDateKey(cursor) !== toDateKey(end)) {
-        cursor.setUTCDate(cursor.getUTCDate() + direction);
-        if (!isNonBusinessDay(cursor, holidaySet)) {
-            count++;
-        }
-    }
-    return count * direction;
+/** Blank date arithmetic is NaN, so it carries through to a null result like other invalid values. */
+function orNaN(value) {
+    return value !== null && value !== void 0 ? value : NaN;
 }
 function resolveDateAwareTokens(formula, data) {
     return formula.tokens.map((t) => {
         if (t.type === 'field') {
             const raw = resolvePdfDataValues(data, t.path);
             if (t.fieldType === 'date') {
-                const ms = parseDateValue(raw);
-                return { kind: 'date', value: isNaN(ms) ? 0 : ms };
+                return { kind: 'date', value: parseDateValue(raw) };
             }
             return { kind: 'number', value: valueToNumber(raw) };
         }
@@ -239,32 +181,46 @@ function resolveDateAwareTokens(formula, data) {
         return t;
     });
 }
+function businessDayMath(calendar) {
+    return {
+        add: (ms, days) => addBusinessDays(ms, days, calendar),
+        diff: (fromMs, toMs) => countBusinessDays(fromMs, toMs, calendar),
+    };
+}
+function calendarDayMath() {
+    return {
+        add: (ms, days) => addCalendarDays(ms, days),
+        diff: (fromMs, toMs) => countCalendarDays(fromMs, toMs),
+    };
+}
 /**
- * Apply an operator to two typed values with date-aware, business-day semantics:
- *   date + number → add business days  → date
- *   number + date → add business days  → date
- *   date - number → sub business days  → date
- *   date - date   → business day diff  → number
- *   number ± number → normal           → number
+ * Apply an operator to two typed values with date-aware semantics:
+ *   date + number → add days  → date
+ *   number + date → add days  → date
+ *   date - number → sub days  → date
+ *   date - date   → day diff  → number (`D1 - D2` counts from D2 to D1, as DTE does)
+ *   number ± number → normal  → number
+ *
+ * Steps are applied one at a time, left to right, as DTE's `ByodFormulaEvaluator` does.
  */
-function applyDateOp(a, op, b, holidaySet) {
+function applyDateOp(a, op, b, dateMath) {
     if (a.kind === 'date' && b.kind === 'number') {
         if (op === '+') {
-            return { kind: 'date', value: addBusinessDays(a.value, b.value, holidaySet) };
+            return { kind: 'date', value: orNaN(dateMath.add(a.value, b.value)) };
         }
         if (op === '-') {
-            return { kind: 'date', value: addBusinessDays(a.value, -b.value, holidaySet) };
+            return { kind: 'date', value: orNaN(dateMath.add(a.value, -b.value)) };
         }
     }
     if (a.kind === 'number' && b.kind === 'date' && op === '+') {
-        return { kind: 'date', value: addBusinessDays(b.value, a.value, holidaySet) };
+        return { kind: 'date', value: orNaN(dateMath.add(b.value, a.value)) };
     }
     if (a.kind === 'date' && b.kind === 'date' && op === '-') {
-        return { kind: 'number', value: businessDayDiff(a.value, b.value, holidaySet) };
+        return { kind: 'number', value: orNaN(dateMath.diff(b.value, a.value)) };
     }
     return { kind: 'number', value: applyOp(a.value, op, b.value) };
 }
-function evalDateFlat(tokens, holidaySet) {
+function evalDateFlat(tokens, dateMath) {
     const list = [...tokens];
     for (let i = 1; i < list.length - 1;) {
         const t = list[i];
@@ -272,7 +228,7 @@ function evalDateFlat(tokens, holidaySet) {
             const left = list[i - 1];
             const right = list[i + 1];
             if (isTypedValue(left) && isTypedValue(right)) {
-                const result = applyDateOp(left, t.value, right, holidaySet);
+                const result = applyDateOp(left, t.value, right, dateMath);
                 list.splice(i - 1, 3, result);
                 continue;
             }
@@ -282,7 +238,7 @@ function evalDateFlat(tokens, holidaySet) {
     const single = list[0];
     return isTypedValue(single) ? single : { kind: 'number', value: 0 };
 }
-function evalDateAwareTokens(tokens, holidaySet) {
+function evalDateAwareTokens(tokens, dateMath) {
     if (tokens.length === 0) {
         return { kind: 'number', value: 0 };
     }
@@ -298,13 +254,13 @@ function evalDateAwareTokens(tokens, holidaySet) {
                 break;
             }
             const inner = list.slice(idx + 1, close);
-            const result = evalDateAwareTokens(inner, holidaySet);
+            const result = evalDateAwareTokens(inner, dateMath);
             list.splice(idx, close - idx + 1, result);
             continue;
         }
         idx++;
     }
-    return evalDateFlat(list, holidaySet);
+    return evalDateFlat(list, dateMath);
 }
 /*
  * ---------------------------------------------------------------------------
@@ -322,12 +278,14 @@ function evalDateAwareTokens(tokens, holidaySet) {
  * field is omitted rather than showing 0.
  *
  * Date fields are identified by `fieldType: 'date'` on field tokens. When date
- * fields are present, arithmetic follows business-day semantics — weekends and
- * holidays are skipped when adding/subtracting days, and date diffs count only
- * business days.
+ * fields are present and `options.enabled` is on, arithmetic follows business-day
+ * semantics — the calendar's weekend days and holidays are skipped when adding/subtracting
+ * days, and date diffs count only business days, with a result outside the calendar's years
+ * blank. Otherwise (the field's exclusion toggle is off) it's plain calendar-day arithmetic.
+ * Either way, as in DTE, a fractional offset or a difference over 365 days is `null` (blank).
  */
-export function evaluateFormula(formula, data, holidays) {
-    var _a;
+export function evaluateFormula(formula, data, options) {
+    var _a, _b;
     if (!((_a = formula === null || formula === void 0 ? void 0 : formula.tokens) === null || _a === void 0 ? void 0 : _a.length)) {
         return null;
     }
@@ -337,8 +295,10 @@ export function evaluateFormula(formula, data, holidays) {
     }
     if (dateFieldPaths.size) {
         const resolved = resolveDateAwareTokens(formula, data);
-        const holidaySet = buildHolidaySet(holidays);
-        const result = evalDateAwareTokens(resolved, holidaySet);
+        const dateMath = (options === null || options === void 0 ? void 0 : options.enabled)
+            ? businessDayMath((_b = options.calendar) !== null && _b !== void 0 ? _b : defaultBusinessCalendar(options.holidays))
+            : calendarDayMath();
+        const result = evalDateAwareTokens(resolved, dateMath);
         const n = result.value;
         return Number.isFinite(n) ? n : null;
     }
@@ -350,7 +310,7 @@ export function evaluateFormula(formula, data, holidays) {
  * Returns true when the formula divides by zero with the given data
  * (literal `… / 0` or a divisor that resolves to 0). Matches backend null result.
  */
-export function hasDivisionByZero(formula, data, holidays) {
+export function hasDivisionByZero(formula, data, options) {
     var _a;
     if (!((_a = formula === null || formula === void 0 ? void 0 : formula.tokens) === null || _a === void 0 ? void 0 : _a.length)) {
         return false;
@@ -363,6 +323,6 @@ export function hasDivisionByZero(formula, data, holidays) {
     if (!hasAllFieldValues(formula, data, dateFieldPaths)) {
         return false;
     }
-    return evaluateFormula(formula, data, holidays) === null;
+    return evaluateFormula(formula, data, options) === null;
 }
 //# sourceMappingURL=evaluate-formula.utils.js.map

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

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

@@ -5,6 +5,7 @@ export * from './expression.utils';
 export * from './format-calculated-result.utils';
 export * from './formula-types';
 export * from './render-formula.utils';
+export * from './schedule-bindings.utils';
 export * from './validate-formula.utils';
 export * from './form-fields.utils';
 //# sourceMappingURL=index.d.ts.map

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

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/utils/formula/index.ts"],"names":[],"mappings":"AAAA,cAAc,eAAe,CAAC;AAC9B,cAAc,aAAa,CAAC;AAC5B,cAAc,0BAA0B,CAAC;AACzC,cAAc,oBAAoB,CAAC;AACnC,cAAc,kCAAkC,CAAC;AACjD,cAAc,iBAAiB,CAAC;AAChC,cAAc,wBAAwB,CAAC;AACvC,cAAc,0BAA0B,CAAC;AACzC,cAAc,qBAAqB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/utils/formula/index.ts"],"names":[],"mappings":"AAAA,cAAc,eAAe,CAAC;AAC9B,cAAc,aAAa,CAAC;AAC5B,cAAc,0BAA0B,CAAC;AACzC,cAAc,oBAAoB,CAAC;AACnC,cAAc,kCAAkC,CAAC;AACjD,cAAc,iBAAiB,CAAC;AAChC,cAAc,wBAAwB,CAAC;AACvC,cAAc,2BAA2B,CAAC;AAC1C,cAAc,0BAA0B,CAAC;AACzC,cAAc,qBAAqB,CAAC"}

package/dist/utils/formula/index.js

@@ -5,6 +5,7 @@ export * from './expression.utils';
 export * from './format-calculated-result.utils';
 export * from './formula-types';
 export * from './render-formula.utils';
+export * from './schedule-bindings.utils';
 export * from './validate-formula.utils';
 export * from './form-fields.utils';
 //# sourceMappingURL=index.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/utils/formula/index.ts"],"names":[],"mappings":"AAAA,cAAc,eAAe,CAAC;AAC9B,cAAc,aAAa,CAAC;AAC5B,cAAc,0BAA0B,CAAC;AACzC,cAAc,oBAAoB,CAAC;AACnC,cAAc,kCAAkC,CAAC;AACjD,cAAc,iBAAiB,CAAC;AAChC,cAAc,wBAAwB,CAAC;AACvC,cAAc,0BAA0B,CAAC;AACzC,cAAc,qBAAqB,CAAC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/utils/formula/index.ts"],"names":[],"mappings":"AAAA,cAAc,eAAe,CAAC;AAC9B,cAAc,aAAa,CAAC;AAC5B,cAAc,0BAA0B,CAAC;AACzC,cAAc,oBAAoB,CAAC;AACnC,cAAc,kCAAkC,CAAC;AACjD,cAAc,iBAAiB,CAAC;AAChC,cAAc,wBAAwB,CAAC;AACvC,cAAc,2BAA2B,CAAC;AAC1C,cAAc,0BAA0B,CAAC;AACzC,cAAc,qBAAqB,CAAC"}

package/dist/utils/formula/schedule-bindings.utils.d.ts

@@ -0,0 +1,12 @@
+import { type FieldScheduleBinding } from '../../interface/types';
+/**
+ * Replaces `fieldKey`'s binding: enabling adds it (default schedule, `scheduleId` undefined);
+ * disabling removes it. Every other field's binding is returned unchanged.
+ */
+export declare function setFieldScheduleEnabled(bindings: FieldScheduleBinding[], fieldKey: string, enabled: boolean): FieldScheduleBinding[];
+/**
+ * Sets `fieldKey`'s selected schedule (`scheduleId` undefined for the default schedule),
+ * enabling its toggle if it wasn't already on. Every other field's binding is returned unchanged.
+ */
+export declare function setFieldSchedule(bindings: FieldScheduleBinding[], fieldKey: string, scheduleId: number | undefined): FieldScheduleBinding[];
+//# sourceMappingURL=schedule-bindings.utils.d.ts.map

package/dist/utils/formula/schedule-bindings.utils.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"schedule-bindings.utils.d.ts","sourceRoot":"","sources":["../../../src/utils/formula/schedule-bindings.utils.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,oBAAoB,EAAE,MAAM,uBAAuB,CAAC;AAElE;;;GAGG;AACH,wBAAgB,uBAAuB,CACnC,QAAQ,EAAE,oBAAoB,EAAE,EAChC,QAAQ,EAAE,MAAM,EAChB,OAAO,EAAE,OAAO,GACjB,oBAAoB,EAAE,CAGxB;AAED;;;GAGG;AACH,wBAAgB,gBAAgB,CAC5B,QAAQ,EAAE,oBAAoB,EAAE,EAChC,QAAQ,EAAE,MAAM,EAChB,UAAU,EAAE,MAAM,GAAG,SAAS,GAC/B,oBAAoB,EAAE,CAGxB"}

package/dist/utils/formula/schedule-bindings.utils.js

@@ -0,0 +1,17 @@
+/**
+ * Replaces `fieldKey`'s binding: enabling adds it (default schedule, `scheduleId` undefined);
+ * disabling removes it. Every other field's binding is returned unchanged.
+ */
+export function setFieldScheduleEnabled(bindings, fieldKey, enabled) {
+    const withoutField = bindings.filter(b => b.fieldKey !== fieldKey);
+    return enabled ? [...withoutField, { fieldKey }] : withoutField;
+}
+/**
+ * Sets `fieldKey`'s selected schedule (`scheduleId` undefined for the default schedule),
+ * enabling its toggle if it wasn't already on. Every other field's binding is returned unchanged.
+ */
+export function setFieldSchedule(bindings, fieldKey, scheduleId) {
+    const withoutField = bindings.filter(b => b.fieldKey !== fieldKey);
+    return [...withoutField, { fieldKey, scheduleId }];
+}
+//# sourceMappingURL=schedule-bindings.utils.js.map

package/dist/utils/formula/schedule-bindings.utils.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"schedule-bindings.utils.js","sourceRoot":"","sources":["../../../src/utils/formula/schedule-bindings.utils.ts"],"names":[],"mappings":"AAEA;;;GAGG;AACH,MAAM,UAAU,uBAAuB,CACnC,QAAgC,EAChC,QAAgB,EAChB,OAAgB;IAEhB,MAAM,YAAY,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,QAAQ,CAAC,CAAC;IACnE,OAAO,OAAO,CAAC,CAAC,CAAC,CAAC,GAAG,YAAY,EAAE,EAAE,QAAQ,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC;AACpE,CAAC;AAED;;;GAGG;AACH,MAAM,UAAU,gBAAgB,CAC5B,QAAgC,EAChC,QAAgB,EAChB,UAA8B;IAE9B,MAAM,YAAY,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,QAAQ,CAAC,CAAC;IACnE,OAAO,CAAC,GAAG,YAAY,EAAE,EAAE,QAAQ,EAAE,UAAU,EAAE,CAAC,CAAC;AACvD,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@servicetitan/dte-pdf-editor",
-  "version": "1.94.0",
+  "version": "1.96.0",
   "description": "",
   "main": "./dist/index.js",
   "typings": "./dist/index.d.ts",
@@ -19,6 +19,7 @@
     "webpack": false
   },
   "dependencies": {
+    "@servicetitan/dte-shared": "^0.0.1",
     "pdfjs-dist": "^5.4.530",
     "react-pdf": "^10.3.0",
     "uuid": "^9.0.0"

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

@@ -111,6 +111,15 @@ describe('date field scenarios', () => {
         const subject = (formula: StructuredFormula, data: Record<string, string>) =>
             evaluateFormula(formula, data);
 
+        // The default calendar covers the current year ± 1.
+        beforeAll(() => {
+            jest.useFakeTimers({ now: new Date('2024-06-01T00:00:00Z') });
+        });
+
+        afterAll(() => {
+            jest.useRealTimers();
+        });
+
         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 = {
@@ -120,7 +129,7 @@ describe('date field scenarios', () => {
                     { type: 'number', value: '3' },
                 ],
             };
-            const result = subject(formula, { start: '2024-06-10' });
+            const result = evaluateFormula(formula, { start: '2024-06-10' }, { enabled: true });
             expect(result).not.toBeNull();
             const resolved = new Date(result as number);
             expect(resolved.getUTCFullYear()).toBe(2024);
@@ -137,7 +146,7 @@ describe('date field scenarios', () => {
                     { type: 'number', value: '1' },
                 ],
             };
-            const result = subject(formula, { start: '2024-06-14' });
+            const result = evaluateFormula(formula, { start: '2024-06-14' }, { enabled: true });
             expect(new Date(result as number).getUTCDate()).toBe(17);
         });
 
@@ -150,10 +159,27 @@ describe('date field scenarios', () => {
                 ],
             };
             // 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']);
+            const result = evaluateFormula(
+                formula,
+                { start: '2024-06-10' },
+                { enabled: true, holidays: ['2024-06-11'] },
+            );
             expect(new Date(result as number).getUTCDate()).toBe(12);
         });
 
+        test('adds plain calendar days (no weekend/holiday skipping) when the exclusion toggle is off', () => {
+            // The toggle defaults to off: Friday 2024-06-14 + 1 day = Saturday 2024-06-15, unskipped.
+            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(15);
+        });
+
         test('returns null when date field has invalid value', () => {
             const formula: StructuredFormula = {
                 tokens: [

package/src/__tests__/field-types/e-sign-fields.test.ts

@@ -65,8 +65,8 @@ describe('e-sign field scenarios', () => {
             expect(getFieldColor(field.recipient, colors)).toBeDefined();
         });
 
-        test('returns "none" for an unknown recipient', () => {
-            expect(getFieldColor('unknown', colors)).toBe('none');
+        test('returns undefined for an unknown recipient', () => {
+            expect(getFieldColor('unknown', colors)).toBeUndefined();
         });
     });
 

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

@@ -296,8 +296,8 @@ describe('fillable field scenarios', () => {
             );
         });
 
-        test('returns "none" when field has no recipient', () => {
-            expect(getFieldColor(undefined, colors)).toBe('none');
+        test('returns undefined when field has no recipient', () => {
+            expect(getFieldColor(undefined, colors)).toBeUndefined();
         });
     });
 

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

@@ -1,4 +1,5 @@
 import { Flex, SegmentedControl, Switch, Text } from '@servicetitan/anvil2';
+import { BusinessCalendarSection, type ScheduleEditorContext } from '@servicetitan/dte-shared';
 import { Dispatch, FC, SetStateAction } from 'react';
 import { DEFAULT_DATE_FORMAT, ROUNDING_OPTIONS } from '../../constants';
 import { type CalculatedFieldFormat, type CalculatedFormatForNumber } from '../../interface/types';
@@ -6,9 +7,10 @@ import { type CalculatedFieldFormat, type CalculatedFormatForNumber } from '../.
 interface AdvancedSettingsProps {
     format: CalculatedFieldFormat;
     setFormat: Dispatch<SetStateAction<CalculatedFieldFormat>>;
+    businessCalendar?: ScheduleEditorContext;
 }
 
-const DateFormatSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) => (
+const DateFormatSettings: FC<AdvancedSettingsProps> = ({ businessCalendar, format, setFormat }) => (
     <div className="dte-formula-advanced">
         <Text variant="body" size="small">
             Date format
@@ -24,12 +26,23 @@ const DateFormatSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) =>
         <Text variant="body" size="small" color="tertiary">
             Tokens: YYYY, YY, MMMM, MMM, MM, M, DD, D
         </Text>
+        {businessCalendar && <BusinessCalendarSection businessCalendar={businessCalendar} />}
     </div>
 );
 
-export const AdvancedSettings: FC<AdvancedSettingsProps> = ({ format, setFormat }) => {
+export const AdvancedSettings: FC<AdvancedSettingsProps> = ({
+    businessCalendar,
+    format,
+    setFormat,
+}) => {
     if (format.resultType === 'date') {
-        return <DateFormatSettings format={format} setFormat={setFormat} />;
+        return (
+            <DateFormatSettings
+                format={format}
+                setFormat={setFormat}
+                businessCalendar={businessCalendar}
+            />
+        );
     }
 
     return (

package/src/components/field-config-panel/e-sign-options-modal.tsx

@@ -1,5 +1,6 @@
 import { Button, Flex, NumberField } from '@servicetitan/anvil2';
 import AddIcon from '@servicetitan/anvil2/assets/icons/material/round/add_circle.svg';
+import { BusinessCalendarSection, type ScheduleEditorContext } from '@servicetitan/dte-shared';
 import { FC, Fragment, useState } from 'react';
 import {
     ESignDateSignedOffsetSettings,
@@ -23,9 +24,12 @@ interface ESignOptionsModalProps {
     formFieldsByFormId?: FormFieldsByFormIdI;
     onRequestFormFields?: (formId: number) => void;
     formFieldsLoadingFormId?: number | null;
+    /** The business-day exclusion toggle/picker/drawer state and callbacks for this field. */
+    businessCalendar?: ScheduleEditorContext;
 }
 
 export const ESignOptionsModal: FC<ESignOptionsModalProps> = ({
+    businessCalendar,
     documentFields,
     formFieldsByFormId,
     formFieldsLoadingFormId,
@@ -51,6 +55,7 @@ export const ESignOptionsModal: FC<ESignOptionsModalProps> = ({
 
     const handleDaysChange = (days: number | null) => {
         onSave({
+            ...initialState,
             rules: [...rulesWithConditions, { days: Math.max(Math.min(365, days ?? 0), 0) }],
         });
     };
@@ -59,11 +64,11 @@ export const ESignOptionsModal: FC<ESignOptionsModalProps> = ({
         rules: ESignDateSignedOffsetSettingsRule[],
         finalRule: ESignDateSignedOffsetSettingsFinalRule,
     ) => {
-        onSave({ rules: [...rules, finalRule] });
+        onSave({ ...initialState, rules: [...rules, finalRule] });
     };
 
     const handleClearRules = () => {
-        onSave(createClearedESignOffsetSettings());
+        onSave({ ...initialState, ...createClearedESignOffsetSettings() });
     };
 
     return (
@@ -113,6 +118,12 @@ export const ESignOptionsModal: FC<ESignOptionsModalProps> = ({
                     schema={schema}
                 />
             )}
+            {businessCalendar && (
+                <BusinessCalendarSection
+                    businessCalendar={businessCalendar}
+                    label="Exclude weekends & holidays from the calculation"
+                />
+            )}
         </Fragment>
     );
 };