Merge pull request #8735 from ProcessMaker/task/FOUR-29106

FOUR-29106 | Add Tier-Based Environment Configuration for Case Retention

Author: sanjacornelius

README.md

@@ -439,6 +439,26 @@ How to use icon: <i class="fp-my-jonas-custom-icon" />
 npm run dev-font
 ```
 
+# Case Retention Tier (CASE_RETENTION_TIER)
+
+The case retention policy controls how long cases are stored before they are automatically and permanently deleted. The **CASE_RETENTION_TIER** environment variable determines which retention periods customers can select when configuring a process. Each tier exposes a different set of options in the UI; options for higher tiers are visible but disabled so users see what is available at higher tiers.
+
+### Supported tiers
+
+| Tier | Retention options available |
+|------|----------------------------|
+| **1** | Six months, One year |
+| **2** | Six months, One year, Three years |
+| **3** | Six months, One year, Three years, Five years |
+
+Set the variable in your `.env` file:
+```env
+CASE_RETENTION_POLICY_ENABLED=true
+CASE_RETENTION_TIER=1
+```
+Use `1`, `2`, or `3`. The default is `1` if not set. The default retention period shown in the UI for Tier 1 is one year.
+
+
 
 # Prometheus and Grafana
 

resources/views/processes/edit.blade.php

@@ -831,7 +831,10 @@ class="custom-control-input">
                     this.formData.reassignment_permissions = this.reassignmentPermissions;
                     if (this.caseRetentionPolicyEnabled) {
                         this.formData.properties = this.formData.properties || {};
-                        this.formData.properties.retention_period = this.canSelectRetentionPeriod ? this.canSelectRetentionPeriod.id : null;
+                        const retentionPeriod = this.canSelectRetentionPeriod
+                            ? this.canSelectRetentionPeriod.id
+                            : this.getDefaultRetentionPeriodId();
+                        this.formData.properties.retention_period = retentionPeriod;
                     }
                     
                     ProcessMaker.apiClient.put('processes/' + that.formData.id, that.formData)
@@ -863,6 +866,10 @@ class="custom-control-input">
                 reassignmentClicked() {
                     this.$refs["listReassignment"].add();
                 },
+                getDefaultRetentionPeriodId() {
+                    const allowed = this.allowedRetentionPeriods || [];
+                    return allowed.includes('one_year') ? 'one_year' : (allowed[0] || null);
+                },
                 onRetentionPeriodSelect(newVal) {
                         if (!newVal || !this.lastConfirmedRetentionPeriod) {
                         return;