@xh/hoist 87.1.1 → 87.2.0

package/cmp/daterange/README.md

@@ -0,0 +1,434 @@
+# Date Range Package
+
+## Overview
+
+The `/cmp/daterange/` package provides `DateRangePickerModel`, a model for selecting a period of
+time and reading it back as concrete dates and filters. Its desktop UI, `DateRangePicker` in
+`/desktop/cmp/daterange/`, is a compact toolbar control: one trigger button showing the applied
+period and its dates, opening a popover with a tab for each way of choosing a period.
+
+**Key features:**
+- One value that can express a preset (MTD, Prev 30 Days, ...), a relative lookback, a calendar
+  month, quarter, or year, or a custom range of dates
+- Resolution against a live anchor day, so a persisted "month to date" stays month to date - and
+  rolls over at midnight without app involvement
+- A comparable prior range for every selection, for period-over-period comparisons
+- Stepping back and forth through periods without a selection losing what it is
+- Ready-made `FieldFilterSpec`s for filtering a Store, Cube View, or server query
+- Built-in presets, app-defined presets, and a business-day mode for single-day navigation
+- Plain JSON value that persists through `persistWith`, including ViewManager views
+
+The model is cross-platform. Only the desktop component exists today.
+
+This guide covers how the pieces fit together and how the selection resolves. For the full list
+of configuration keys and component props with their defaults, see the JSDoc on
+`DateRangePickerConfig` and `DateRangePickerProps` - the source of truth, and what IDE hover and
+the Hoist symbol tools surface.
+
+## Architecture
+
+```
+DateRangePickerModel
+├── value: DateRangeSelection          # The applied period, always normalized
+├── anchorDay: DateRangeAnchorDay      # How the anchor date is determined - live by default
+├── anchorDate, minDate, maxDate       # The dates selections resolve against
+├── today                              # The reader's current day - what "Today" means
+├── businessDayMode, isBusinessDay     # Single-day handling
+├── presets: DateRangePreset[]         # Offered on the Presets tab
+├── tabs: DateRangePickerTab[]         # Offered in the popover
+├── currentRange: LocalDateRange       # Resolved {start, end}
+├── priorRange: LocalDateRange         # The comparable preceding range, or null
+├── currentRangeFilter, priorRangeFilter  # FieldFilterSpec[] on `filterField`
+├── label, rangeLabel, displayName     # Display strings
+└── Methods:
+    ├── setValue()                     # Apply a selection or preset token
+    ├── stepRange()                    # Previous / next period
+    ├── resolve(), parseValue()        # Work with selections other than the applied one
+    └── setAnchorDay(), setMaxDate(), setPresets(), setTabs(), ...
+
+DateRangeSelection (plain JSON, discriminated on `kind`)
+├── {kind: 'preset', token, offset?}
+├── {kind: 'relative', count, unit, snap, offset?}
+├── {kind: 'month', year, month}
+├── {kind: 'quarter', year, quarter}
+├── {kind: 'year', year}
+└── {kind: 'custom', start, end}       # 'YYYY-MM-DD' strings
+
+DateRangeContext                       # What selections resolve against
+├── anchorDate, today, minDate, maxDate
+├── isBusinessDay(date), businessDayMode
+└── presets: Record<token, DateRangePreset>
+```
+
+Resolution is pure: `resolveDateRange(selection, context)` returns `{current, prior}`. The model
+holds the context as observable state and exposes the resolved ranges as derived values, so they
+update when the value, the anchor date, or the bounds change.
+
+## DateRangePickerModel
+
+### Basic Usage
+
+Construct the model within an app model, render the picker bound to it, and read the resolved
+range or filters wherever the app queries.
+
+```typescript
+import {DateRangePickerModel} from '@xh/hoist/cmp/daterange';
+import {dateRangePicker} from '@xh/hoist/desktop/cmp/daterange';
+
+class ReportModel extends HoistModel {
+    @managed gridModel = new GridModel({...});
+    @managed periodModel = new DateRangePickerModel({
+        filterField: 'tradeDate',
+        initialValue: 'mtd',
+        persistWith: {localStorageKey: 'reportPeriod'}
+    });
+
+    constructor() {
+        super();
+        makeObservable(this);
+        this.addReaction({
+            track: () => this.periodModel.currentRangeFilter,
+            run: filter => this.gridModel.store.setFilter(filter),
+            fireImmediately: true
+        });
+    }
+}
+
+// In the component - the picker finds the model via context lookup.
+toolbar(dateRangePicker({showStepButtons: true}), filler(), ...)
+```
+
+The value and its derived ranges stay live whether or not a picker is mounted. A locked dashboard
+widget, for example, can hide its picker but still query by period.
+
+### Configuration
+
+`DateRangePickerConfig` shapes what the picker offers and how it resolves. The keys most apps
+touch:
+
+- `tabs` and `presets` select which of the four tabs appear and which presets the Presets tab
+  lists, in order. Presets may be built-in tokens, app-defined `DateRangePreset` objects, or both.
+- `anchorDay`, `minDate`, and `maxDate` set the dates everything resolves against - see Anchor
+  Day and Bounds below.
+- `filterField` names the field for `currentRangeFilter` and `priorRangeFilter`.
+- `initialValue` is the starting selection, given as a selection object or a preset token, and
+  the fallback for missing or invalid persisted state. It defaults to the first configured preset,
+  or a rolling 30 days when there are none.
+- `persistWith` persists the value - see Persistence below.
+
+`businessDayMode`, `commitOnChange`, `dateFormat`, `singleDayFormat`, and `isBusinessDay` round out
+the config. All but the last can be defaulted app-wide via `DateRangePickerModel.defaults`, as can
+`anchorDay`. The two formats split along what they show: `dateFormat` (default `YYYY-MM-DD`) for the
+ends of a range, where the year earns its place, and `singleDayFormat` (default `ddd MMM D`) for a
+single day, where the weekday matters more. Either may be a function of the date - e.g. to add the
+year only when it is not the current one.
+
+### The Selection Value
+
+`value` is always a normalized `DateRangeSelection`. Set it with `setValue()`, which accepts a
+selection object or a bare preset token and ignores (with a logged warning) anything that fails
+validation: an unknown preset, an out-of-range count, year, or offset, or a malformed date.
+
+| Kind | Shape | Resolves to |
+|------|-------|-------------|
+| `preset` | `{kind: 'preset', token: 'mtd'}` | Whatever the preset's resolver returns for the current context |
+| `relative` | `{kind: 'relative', count: 6, unit: 'months', snap: false}` | A window of `count` units ending on the anchor date |
+| `month` | `{kind: 'month', year: 2026, month: 8}` | The calendar month, clamped to `maxDate` if it falls inside |
+| `quarter` | `{kind: 'quarter', year: 2026, quarter: 3}` | The calendar quarter, clamped likewise |
+| `year` | `{kind: 'year', year: 2026}` | The calendar year, clamped likewise |
+| `custom` | `{kind: 'custom', start: '2026-08-10', end: '2026-08-20'}` | Exactly those dates |
+
+Preset and relative selections re-resolve as the anchor date moves, and carry an optional
+`offset` when stepped from their natural range - see Stepping. Month, quarter, and year
+selections name a fixed period, though one containing `maxDate` is clamped to it. Custom
+selections name fixed dates. All are plain JSON, so the value round-trips through persistence
+without custom serialization.
+
+### Presets
+
+Built-in presets live in `dateRangePresets`, keyed by token. Offer any subset in any order via
+the `presets` config.
+
+| Token | Resolves to | Label |
+|-------|-------------|-------|
+| `anchorDay` | The anchor date itself | `Today` when the anchor is the current day, else `As Of` |
+| `prevDay` | The day before the anchor - the previous business day in `businessDayMode` | `Prev Day` |
+| `wtd`, `mtd`, `qtd`, `ytd` | Start of the unit containing the anchor, through the anchor | `MTD`, ... |
+| `prev7Days`, `prev30Days`, `prev90Days` | Rolling window ending on the anchor | `Prev 7 Days`, ... |
+| `prev3Months`, `prev6Months`, `prev12Months` | Rolling window ending on the anchor | `Prev 3 Months`, ... |
+| `prevWeek`, `prevMonth`, `prevQuarter`, `prevYear` | The full unit before the one containing the anchor | The period: `Aug 2026`, `Q2 2026`, `2025` |
+| `all` | `minDate` (or unbounded) through `maxDate` | `All` |
+
+`DEFAULT_DATE_RANGE_PRESETS` is `anchorDay`, `mtd`, `qtd`, `ytd`, `prev7Days`, `prev30Days`,
+`prev90Days`, `prev12Months`, `prevMonth`, and `prevYear`.
+
+Labels say "Prev" rather than "Last" because the anchor date need not be today: "Prev 7 Days" is
+true whatever the anchor is, where "Last 7 Days" quietly claims the window ends now. Only
+`anchorDay` reads differently by context, and when it reads `As Of` the picker shows its date
+wherever the label would otherwise stand alone.
+
+An app-defined preset is a `DateRangePreset`: a unique `token`, a `label` (string or function of
+the context), an optional longer `name` for its row in the picker, a `resolve` function, optional
+`resolvePrior` and `resolveNext` for the adjacent ranges, and an optional `shiftedLabel` for the
+preset once stepped (see Stepping). The default adjacent ranges are the preceding and following
+ranges of equal length in days.
+
+```typescript
+const FISCAL_YTD: DateRangePreset = {
+    token: 'fytd',
+    label: 'FYTD',
+    name: 'Fiscal Year to Date',
+    resolve: ({anchorDate}) => ({start: fiscalYearStart(anchorDate), end: anchorDate}),
+    resolvePrior: ({start, end}) => ({
+        start: start.subtract(1, 'years'),
+        end: end.subtract(1, 'years')
+    })
+};
+
+new DateRangePickerModel({presets: [FISCAL_YTD, 'qtd', 'ytd', 'prev90Days']});
+```
+
+### Relative Lookbacks
+
+A relative selection is `count` units ending on the anchor date. Units are `days`, `weeks`,
+`months`, `quarters`, and `years`.
+
+- **Rolling** (`snap: false`, the default) is exactly `count` units back from the anchor: 3 months
+  ending Sep 2 starts Jun 3.
+- **Calendar** (`snap: true`) aligns to unit boundaries and counts the current partial unit as one:
+  3 calendar months ending Sep 2 starts Jul 1. Snap does not apply to days and is normalized to
+  `false` for that unit.
+
+### Prior Ranges
+
+`priorRange` is the comparable range immediately before `currentRange`, for period-over-period
+comparison. It is `null` when the current range is unbounded.
+
+| Selection | Prior range |
+|-----------|-------------|
+| Period-to-date presets (`mtd`, `ytd`, ...) | The same span one unit earlier: MTD on the 12th compares against the 1st through 12th of last month |
+| Previous-unit presets (`prevMonth`, ...) | The unit before that |
+| Lookbacks in weeks, months, quarters, or years | The same span `count` units earlier, matching the equivalent presets |
+| Lookbacks in days, and `custom` | The preceding window of equal length in days |
+| Single days in `businessDayMode` | The previous business day |
+| `month`, `quarter`, `year` | The previous month, quarter, or year, clamped the same way if the current one is |
+
+The same logic drives stepping, so the prior period is always one step back. An app that wants
+the prior MTD as the *selected* value can set `{kind: 'preset', token: 'mtd', offset: -1}`.
+
+### Filters
+
+With `filterField` configured, `currentRangeFilter` and `priorRangeFilter` return
+`FieldFilterSpec[]`: a `>=` filter for a bounded start and a `<=` filter for a bounded end. An
+unbounded edge produces no filter, so the `all` preset with no `minDate` yields a single `<=`
+filter. Pass the array anywhere a `FilterLike` is accepted, or send it to the server as part of a
+query body. `getRangeFilter(range, field)` builds filters for any range and field.
+
+### Stepping
+
+`stepRange(steps)` moves the applied range by one period per step: `-1` for the previous period,
+`1` for the next. No selection changes kind:
+
+- **Preset and relative** selections adjust their `offset`, stepping through their own prior- and
+  next-range logic - a lookback in months steps by months, MTD steps to the prior MTD, a single
+  day steps by business day in `businessDayMode`. Negative offsets are earlier periods. Positive
+  ones are later, and reachable only when `maxDate` allows dates beyond the anchor, since the
+  natural range already ends there. The offset is omitted from the value when zero. A stepped
+  selection is still live: `mtd` at offset `-1` becomes the new prior MTD when the month turns.
+- **Month, quarter, and year** selections step by calendar unit.
+- **Custom** selections step by their length in days, or by business day when a single day in
+  `businessDayMode`.
+
+Steps clamp to `minDate` and `maxDate`. `canStepBack` and `canStepForward` drive the component's
+step buttons, and the trigger's left and right arrow keys.
+
+Once stepped, the trigger's dates locate the range, so the label describes only its shape: a
+rolling window reads as its length (`7 Days`, `3 Months`), a previous-unit preset as the period it
+now covers (`Jul 2026`), and a to-date preset as its name with the signed offset (`MTD −1`,
+`MTD +1`) - its length is set by the calendar, not the selection, so a length alone would
+mislead. Single days read from the anchor in the T-1 idiom: `Today −1`, `Today −2`, or `As Of −1`,
+whether the walk began from `anchorDay` or `prevDay`. App-defined presets control this via
+`shiftedLabel`; the default appends the offset.
+
+### Anchor Day and Bounds
+
+`anchorDay` determines the date that relative and to-date selections resolve against, exposed as
+`anchorDate`. It is live by default: the model re-evaluates it every few seconds, and everything
+derived from it - ranges, labels, filters, step enablement - follows the day over as midnight
+passes, with no app code.
+
+| `anchorDay` | Anchor date |
+|-------------|-------------|
+| `'localDay'` (default) | The current day in the browser's time zone, kept current |
+| `'appDay'` | The current day in the app's time zone (`LocalDate.currentAppDay()`), kept current |
+| A `LocalDate` | That day, pinned. Never moves, never snapped |
+| `() => LocalDate` | Re-evaluated every few seconds and whenever observables it reads change. Must be pure and cheap |
+
+The function form covers as-of dates with their own rule. A desk whose day rolls to the next
+business day at an evening cutoff, for example:
+
+```typescript
+anchorDay: () => {
+    const now = moment(),
+        day = LocalDate.today(),
+        afterCutoff = now.hour() >= 18;
+    let ret = afterCutoff ? day.nextDay() : day;
+    while (!ret.isWeekday) ret = ret.nextDay();
+    return ret;
+}
+```
+
+The `anchorDay` preset labels itself `Today` only when the anchor date is the reader's current day
+- the browser's, always, whatever zone the anchor is drawn from. Otherwise it reads `As Of`, and the
+trigger shows the date. So on the Friday evening above the picker reads `As Of | 2026-09-07` until
+Monday morning, when it reads `Today`. Likewise a user whose browser is a day ahead of an
+`'appDay'` anchor sees `As Of` with the app's date rather than a "Today" that is not theirs.
+
+**`businessDayMode`** is for users who think in calendar-length windows but stand on business
+days. It has two effects and no others: a live `anchorDay` (`'localDay'` or `'appDay'`) snaps back
+to the most recent business day per `isBusinessDay`, and single-day selections step by business
+day. Seven days is still seven days, and a month is still a month. A pinned or computed
+`anchorDay` is honored verbatim - a month-end that falls on a Sunday stays the 31st.
+
+Nothing beyond `maxDate` is selectable: later months and days are disabled in the popover, and
+month and year selections spanning `maxDate` are clamped to it, so the current year covers Jan 1
+through the anchor. It still reads as its year, `2026` - `YTD` is the preset, which steps to the
+same partial span a year earlier, where a year pick steps by whole years. `maxDate` defaults to
+`anchorDate`. Set it later to allow future dates, or set `minDate` to bound the past.
+
+### Persistence
+
+Pass `persistWith` to persist the value under `dateRangePicker.value` by default. Set `path` to
+disambiguate multiple pickers sharing one provider, or `persistValue: false` to skip persistence
+while keeping the options for future aspects.
+
+```typescript
+new DateRangePickerModel({
+    persistWith: {viewManagerModel: this.viewManagerModel, path: 'detailPeriod'}
+});
+```
+
+A persisted value that is missing or fails validation - a preset since removed, for example -
+falls back to `defaultValue` rather than carrying a previous value over.
+
+### Labels
+
+| Property | Example | Use |
+|----------|---------|-----|
+| `label` | `MTD`, `Prev 6 Months`, `Aug 2026`, `Custom` | The trigger |
+| `rangeLabel` | `2026-08-01 ▸ 2026-09-02`, `Fri Sep 4` | The trigger's dates, per `dateFormat`. A single day reads as one date, per `singleDayFormat`. |
+| `displayName` | `MTD`, `August 2026`, the dates for a custom range or `As Of` | Panel titles - the label, with months spelled out and unnamed periods as their dates |
+
+## DateRangePicker
+
+The desktop component. It finds its `DateRangePickerModel` via context lookup or an explicit
+`model` prop, and supports Hoist layout props. `DateRangePickerProps` is small: `showStepButtons`
+adds previous and next buttons wired to `stepRange()`, `styleButtonAsInput` (default true) matches
+the trigger to `GroupingChooser`'s input styling or renders an outlined button, `intent` re-keys
+the popover's selection accent, and `buttonProps`, `footerNote`, `popoverPosition`, and
+`showRange` tune the rest.
+
+### Tabs and Committing
+
+Preset and month/year picks apply on click and close the popover. Relative and custom picks are
+drafts until Apply, and Cancel, Escape, or a click outside discards them. With `commitOnChange`,
+drafts apply as they change and Apply and Cancel are omitted.
+
+A model configured with one tab renders without the rail, and its popover shrinks to fit.
+
+### The Trigger
+
+A trigger sized by its content never truncates. A stretched trigger (`flex: 1`, or an explicit
+`width`) measures itself and drops the dates when it is too narrow to show them, leaving the
+period label alone. Whenever the dates are not shown, a custom range - and the anchor day when it
+reads `As Of` - shows its dates in place of the uninformative label. The full label and dates
+remain available in the trigger's tooltip. With the trigger focused, the left and right arrow keys
+step the period.
+
+### Styling
+
+Block classes are `xh-date-range-picker` (the control: trigger and step buttons) and
+`xh-date-range-picker-popover`. The picker's own colors and key sizes come from
+`--xh-date-range-picker-*` variables, declared in the `Date Range Picker` block of
+`styles/vars.scss`, each with an unprefixed override hook. The ones an app is most likely to set:
+
+```scss
+body.xh-app {
+  --date-range-picker-popover-width: 720px;                 // default 640px
+  --date-range-picker-accent: var(--xh-intent-success);     // selection accent, default primary
+  --date-range-picker-date-font-family: var(--xh-font-family);  // default the mono font
+}
+```
+
+## Common Patterns
+
+### Compare Against the Prior Period
+
+```typescript
+get stats() {
+    const {currentRangeFilter, priorRangeFilter, priorRange} = this.periodModel;
+    return {
+        current: this.sumMatching(currentRangeFilter),
+        prior: priorRange ? this.sumMatching(priorRangeFilter) : null
+    };
+}
+```
+
+### Query the Server by Period
+
+```typescript
+@computed
+get query() {
+    const {start, end} = this.periodModel.currentRange;
+    return {startDay: start, endDay: end, ...otherParams};
+}
+```
+
+Keep unbounded presets such as `all` out of the configured `presets` if the endpoint requires
+both dates, or handle a `null` edge in the query.
+
+### A Month Picker
+
+```typescript
+new DateRangePickerModel({
+    tabs: ['period'],
+    initialValue: {kind: 'month', year: 2026, month: 1}
+});
+```
+
+### A Business-Day Desk
+
+```typescript
+new DateRangePickerModel({
+    anchorDay: 'appDay',
+    businessDayMode: true,
+    isBusinessDay: d => d.isWeekday && !XH.holidayService.isHoliday(d),
+    presets: ['anchorDay', 'prevDay', 'wtd', 'mtd', 'qtd', 'ytd', 'prevMonth']
+});
+```
+
+On a Saturday this resolves everything as of Friday, and the step buttons walk `anchorDay` from
+Friday to Thursday and back.
+
+## Common Pitfalls
+
+- **`filterField` is required for filters.** The filter getters throw without it. Use
+  `currentRange` directly when the app builds its own query.
+- **Invalid values are ignored, not thrown.** `setValue()` logs a warning and keeps the current
+  value. Check `validateValue()` first when the input is untrusted.
+- **Presets are per model.** A persisted preset token that is not in the model's `presets` fails
+  validation and falls back to the default. Keep the configured list stable across versions, or
+  accept that users will see the default after a change.
+- **`all` can be unbounded.** Without `minDate`, its start is `null`, `priorRange` is `null`, and
+  `currentRangeFilter` has one entry.
+- **A computed `anchorDay` runs often.** It is re-evaluated every few seconds. Keep it to clock
+  reads and observable reads - derive anything expensive once, store it on an observable, and read
+  that.
+
+## Related Packages
+
+- [`/data/`](../../data/README.md) - `FieldFilterSpec` and applying filters to Stores
+- [`/cmp/viewmanager/`](../viewmanager/README.md) - persisting the value within saved views
+- [`/cmp/grouping/`](../grouping/GroupingChooserModel.ts) and [`/cmp/filter/`](../filter/FilterChooserModel.ts) -
+  sibling chooser models with the same popover-and-model pattern
+- [`/utils/`](../../utils/README.md) - `LocalDate` and `Timer`

package/cmp/daterange/Types.ts

@@ -0,0 +1,203 @@
+/*
+ * This file belongs to Hoist, an application development toolkit
+ * developed by Extremely Heavy Industries (www.xh.io | info@xh.io)
+ *
+ * Copyright © 2026 Extremely Heavy Industries Inc.
+ */
+import type {LocalDate} from '@xh/hoist/utils/datetime';
+
+/** An inclusive range of days. A null edge is unbounded. */
+export interface LocalDateRange {
+    start: LocalDate | null;
+    end: LocalDate | null;
+}
+
+/** A selection resolved to its current range and the comparable range immediately before it. */
+export interface ResolvedDateRange {
+    current: LocalDateRange;
+    /** The immediately preceding, non-overlapping range of comparable shape, or null if none. */
+    prior: LocalDateRange | null;
+}
+
+/** Calendar units supported by relative selections. */
+export type DateRangeUnit = 'days' | 'weeks' | 'months' | 'quarters' | 'years';
+
+/**
+ * How the picker renders a date - a moment.js format string, or a function for formats that
+ * depend on the date itself, e.g. one that adds the year only when it is not the current year.
+ */
+export type DateRangeFormat = string | ((date: LocalDate) => string);
+
+/** Tabs available within the DateRangePicker popover. */
+export type DateRangePickerTab = 'presets' | 'relative' | 'period' | 'custom';
+
+/**
+ * The day that relative and to-date selections resolve against - see the `anchorDay` config of
+ * {@link DateRangePickerModel}.
+ *
+ * - `'localDay'` - the current day in the browser's time zone, kept current as the day rolls.
+ * - `'appDay'` - the current day in the app's time zone (`LocalDate.currentAppDay()`), likewise.
+ * - A `LocalDate` - a pinned day that never moves, honored verbatim.
+ * - A function returning a `LocalDate` - re-evaluated every few seconds and whenever any
+ *   observables it reads change. Must be pure and cheap. For as-of dates with their own rule, e.g.
+ *   the latest loaded data date, or a day that rolls forward at an evening cutoff.
+ */
+export type DateRangeAnchorDay = 'localDay' | 'appDay' | LocalDate | (() => LocalDate);
+
+/** Tokens for the presets shipped with Hoist - see {@link dateRangePresets}. */
+export type DateRangePresetToken =
+    | 'anchorDay'
+    | 'prevDay'
+    | 'wtd'
+    | 'mtd'
+    | 'qtd'
+    | 'ytd'
+    | 'prev7Days'
+    | 'prev30Days'
+    | 'prev90Days'
+    | 'prev3Months'
+    | 'prev6Months'
+    | 'prev12Months'
+    | 'prevWeek'
+    | 'prevMonth'
+    | 'prevQuarter'
+    | 'prevYear'
+    | 'all';
+
+/**
+ * The dates a selection resolves against - the live state of a {@link DateRangePickerModel}.
+ * Passed to preset resolvers and to the resolution utilities in this package.
+ */
+export interface DateRangeContext {
+    /** Date that relative and to-date selections resolve against. */
+    anchorDate: LocalDate;
+    /**
+     * The current day in the browser's time zone - what "Today" means to the person looking at
+     * the screen, whatever zone the anchor date is drawn from.
+     */
+    today: LocalDate;
+    /** Earliest selectable date, or null if unbounded. */
+    minDate: LocalDate | null;
+    /** Latest selectable date. Month, quarter and year selections spanning it are clamped to it. */
+    maxDate: LocalDate;
+    /** Whether a date is a business day - weekdays by default, or the model's `isBusinessDay`. */
+    isBusinessDay: (date: LocalDate) => boolean;
+    /** True if single-day selections step by business day - see the model config of that name. */
+    businessDayMode: boolean;
+    /** Presets available for selection, keyed by token. */
+    presets: Record<string, DateRangePreset>;
+}
+
+/**
+ * A named, one-click range offered on the picker's Presets tab. Hoist ships a set of common
+ * presets ({@link dateRangePresets}) - apps can offer a subset of those, add their own, or both
+ * via the `presets` config of {@link DateRangePickerModel}.
+ */
+export interface DateRangePreset {
+    /** Unique key for this preset. Persisted as the `token` of a `preset` selection. */
+    token: string;
+
+    /** Short label for the picker trigger, e.g. `MTD`. May be derived from the context. */
+    label: string | ((ctx: DateRangeContext) => string);
+
+    /** Longer name for the preset's row in the picker, e.g. `Month to Date`. Default `label`. */
+    name?: string | ((ctx: DateRangeContext) => string);
+
+    /** Resolve this preset to a concrete range. */
+    resolve: (ctx: DateRangeContext) => LocalDateRange;
+
+    /**
+     * Resolve the comparable prior range for a given current range. Default is the immediately
+     * preceding range of equal duration in days, or null when the current range is unbounded.
+     * Also drives stepping back: a selection at `offset` -n is this applied n times.
+     */
+    resolvePrior?: (current: LocalDateRange, ctx: DateRangeContext) => LocalDateRange | null;
+
+    /**
+     * Resolve the comparable range immediately after a given current range - the mirror of
+     * `resolvePrior`, driving stepping forward when `maxDate` allows dates beyond the anchor.
+     * Default is the immediately following range of equal duration in days, or null when the
+     * current range is unbounded.
+     */
+    resolveNext?: (current: LocalDateRange, ctx: DateRangeContext) => LocalDateRange | null;
+
+    /**
+     * Label for this preset once stepped to a non-zero `offset`, when the trigger's dates locate
+     * the range and the label need only describe its shape - e.g. `7 Days` for a rolling window,
+     * or the month itself for a previous-month preset. Default is the label with the signed
+     * offset appended, e.g. `MTD −1`.
+     */
+    shiftedLabel?: (range: LocalDateRange, offset: number, ctx: DateRangeContext) => string;
+}
+
+/** A one-click preset, re-resolved against the anchor date as time passes. */
+export interface PresetDateRangeSelection {
+    kind: 'preset';
+    /** Token of a preset configured on the owning model. */
+    token: string;
+    /**
+     * Number of periods stepped from the preset's natural range - negative for earlier periods,
+     * each applying the preset's prior-range logic once, positive for later ones (reachable only
+     * when `maxDate` allows dates beyond the anchor). Omitted when zero. See `stepRange()`.
+     */
+    offset?: number;
+}
+
+/** A lookback of `count` units ending on the anchor date. */
+export interface RelativeDateRangeSelection {
+    kind: 'relative';
+    /** Number of units, from 1 to {@link MAX_RELATIVE_COUNT}. */
+    count: number;
+    unit: DateRangeUnit;
+    /**
+     * True to snap the window to calendar boundaries of `unit`, counting the current (partial)
+     * unit as one - e.g. 3 calendar months ending today covers the prior two full months plus
+     * the current month to date. False (default) for a rolling window of exactly `count` units
+     * ending on the anchor date. Has no effect for days, where each day is its own boundary.
+     */
+    snap?: boolean;
+    /** Periods stepped from the natural window - negative back, positive forward. Omitted when zero. */
+    offset?: number;
+}
+
+/** A calendar month, clamped to the context's `maxDate` when that date falls within it. */
+export interface MonthDateRangeSelection {
+    kind: 'month';
+    year: number;
+    /** Month of the year, 1-12. */
+    month: number;
+}
+
+/** A calendar quarter, clamped to the context's `maxDate` when that date falls within it. */
+export interface QuarterDateRangeSelection {
+    kind: 'quarter';
+    year: number;
+    /** Quarter of the year, 1-4. */
+    quarter: number;
+}
+
+/** A calendar year, clamped to the context's `maxDate` when that date falls within it. */
+export interface YearDateRangeSelection {
+    kind: 'year';
+    year: number;
+}
+
+/** A fixed range of specific dates, as `YYYY-MM-DD` strings so the value persists as plain JSON. */
+export interface CustomDateRangeSelection {
+    kind: 'custom';
+    start: string;
+    end: string;
+}
+
+/**
+ * The value of a {@link DateRangePickerModel} - a user's period selection, resolved to concrete
+ * dates against a {@link DateRangeContext}. Plain JSON in all its forms, so it round-trips through
+ * persistence without custom serialization.
+ */
+export type DateRangeSelection =
+    | PresetDateRangeSelection
+    | RelativeDateRangeSelection
+    | MonthDateRangeSelection
+    | QuarterDateRangeSelection
+    | YearDateRangeSelection
+    | CustomDateRangeSelection;

package/cmp/daterange/index.ts

@@ -0,0 +1,10 @@
+/*
+ * This file belongs to Hoist, an application development toolkit
+ * developed by Extremely Heavy Industries (www.xh.io | info@xh.io)
+ *
+ * Copyright © 2026 Extremely Heavy Industries Inc.
+ */
+export * from './DateRangePickerModel';
+export * from './DateRangePresets';
+export * from './DateRangeUtils';
+export * from './Types';

package/cmp/filter/FilterChooserModel.ts

@@ -136,6 +136,9 @@ export interface FilterChooserConfig {
 
     /** Options governing persistence. */
     persistWith?: FilterChooserPersistOptions;
+
+    /** See {@link HoistBase.xhName}. */
+    xhName?: string;
 }
 
 /**
@@ -198,10 +201,12 @@ export class FilterChooserModel extends HoistModel {
         maxTags = 100,
         maxResults = 50,
         persistWith,
-        introHelpText
+        introHelpText,
+        xhName = null
     }: FilterChooserConfig = {}) {
         super();
         makeObservable(this);
+        this.xhName = xhName;
 
         this.bind = bind;
 
@@ -656,6 +661,4 @@ export type FilterChooserFilterSpec = CompoundFilterSpec | FieldFilterSpec;
 
 /** A variant of {@link FilterLike} that excludes FunctionFilters and FilterTestFn. */
 export type FilterChooserFilterLike =
-    | FilterChooserFilter
-    | FilterChooserFilterSpec
-    | FilterChooserFilterLike[];
+    FilterChooserFilter | FilterChooserFilterSpec | FilterChooserFilterLike[];